GDP

Great Diamond Partners Portfolio holdings

AUM $473M
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.65M
3
+$3.07M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.2M

Top Sells

1
+$8.12M
2
+$3.92M
3
+$2.27M
4
CVX icon
Chevron
CVX
+$1.62M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.31M

Sector Composition

1 Healthcare 15.97%
2 Technology 12.73%
3 Consumer Staples 6.13%
4 Financials 6.07%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$952K 0.49%
16,901
+16,882
52
$849K 0.44%
5,094
-673
53
$818K 0.42%
4,207
-295
54
$809K 0.42%
13,920
-720
55
$766K 0.39%
5,437
-10
56
$765K 0.39%
20,165
-1,070
57
$709K 0.37%
16,040
-3,619
58
$696K 0.36%
7,726
+283
59
$656K 0.34%
9,280
-2,382
60
$645K 0.33%
3,531
+360
61
$645K 0.33%
9,732
-412
62
$632K 0.33%
13,085
-1,120
63
$613K 0.32%
2,504
-200
64
$606K 0.31%
3,892
-548
65
$595K 0.31%
4,294
66
$586K 0.3%
15,486
-300
67
$566K 0.29%
4,966
-459
68
$552K 0.28%
1,132
-37
69
$543K 0.28%
3,480
-203
70
$519K 0.27%
78,800
-18,600
71
$484K 0.25%
8,487
-370
72
$445K 0.23%
5,383
+313
73
$432K 0.22%
15,392
-1,104
74
$419K 0.22%
19,047
-1,157
75
$415K 0.21%
4,299
-104
1 2
3
4 5