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
$354M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$7.19M
3
+$1.2M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.11M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$714K

Top Sells

1
+$8.58M
2
+$4.6M
3
+$2.77M
4
IDXX icon
Idexx Laboratories
IDXX
+$2.53M
5
SYY icon
Sysco
SYY
+$1.44M

Sector Composition

1 Technology 12.92%
2 Healthcare 11.56%
3 Financials 6.64%
4 Consumer Discretionary 6.09%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.31%
5,012
-5
77
$1.09M 0.31%
15,120
+755
78
$1.09M 0.31%
12,484
+2,495
79
$1.07M 0.3%
33,570
+6,145
80
$1.04M 0.29%
14,998
-1,152
81
$1.02M 0.29%
2,889
+62
82
$1.02M 0.29%
4,165
-940
83
$1M 0.28%
20,193
-1,686
84
$993K 0.28%
19,358
+1,765
85
$993K 0.28%
15,165
+1,359
86
$942K 0.27%
17,784
+359
87
$934K 0.26%
3,200
-11
88
$933K 0.26%
19,863
+264
89
$927K 0.26%
14,710
+1,253
90
$924K 0.26%
4,077
-177
91
$882K 0.25%
3,682
+32
92
$857K 0.24%
11,016
-38
93
$838K 0.24%
2,877
+129
94
$790K 0.22%
19,185
-5,203
95
$788K 0.22%
3,437
+94
96
$774K 0.22%
5,011
+201
97
$760K 0.21%
2,737
-61
98
$755K 0.21%
8,854
-525
99
$754K 0.21%
1,288
+40
100
$716K 0.2%
1,556
-9
2 3
4
5 6