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
76
$412K 0.21%
19,407
+1,947
77
$407K 0.21%
2,833
+1,086
78
$407K 0.21%
27,180
-16,320
79
$375K 0.19%
12,460
-3,638
80
$369K 0.19%
1,162
-304
81
$359K 0.18%
36,750
+2,233
82
$353K 0.18%
1,772
+199
83
$349K 0.18%
4,593
84
$338K 0.17%
1,403
+155
85
$330K 0.17%
4,954
-270
86
$316K 0.16%
4,700
87
$316K 0.16%
3,311
+239
88
$315K 0.16%
2,012
+122
89
$312K 0.16%
10,892
-577
90
$311K 0.16%
1,152
+98
91
$307K 0.16%
3,100
+506
92
$302K 0.16%
5,451
+4,824
93
$296K 0.15%
6,082
+593
94
$290K 0.15%
2,103
-175
95
$287K 0.15%
11,165
+399
96
$286K 0.15%
4,239
-2,013
97
$280K 0.14%
6,289
+3,877
98
$280K 0.14%
3,398
+849
99
$276K 0.14%
2,237
-80
100
$276K 0.14%
4,728
-78
2 3
4
5 6