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
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$936K
3
+$911K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$906K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$706K

Top Sells

1
+$7.36M
2
+$1.09M
3
+$352K
4
CERN
Cerner Corp
CERN
+$305K
5
VZ icon
Verizon
VZ
+$273K

Sector Composition

1 Technology 14.06%
2 Healthcare 11.52%
3 Financials 7.36%
4 Consumer Discretionary 6.26%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.3%
12,510
+26
77
$1.08M 0.3%
15,968
+803
78
$1.05M 0.29%
19,382
+1,598
79
$1.05M 0.29%
19,876
+518
80
$1.05M 0.29%
34,084
+514
81
$1.04M 0.29%
5,317
+305
82
$1.03M 0.28%
15,612
+614
83
$1M 0.27%
21,123
+930
84
$972K 0.27%
11,156
+140
85
$936K 0.26%
+8,971
86
$922K 0.25%
19,851
-12
87
$921K 0.25%
6,345
+1,334
88
$918K 0.25%
15,615
+905
89
$907K 0.25%
3,182
-18
90
$862K 0.24%
2,029
+806
91
$843K 0.23%
2,425
+490
92
$827K 0.23%
3,030
+293
93
$819K 0.22%
9,529
+675
94
$815K 0.22%
15,304
+2,986
95
$810K 0.22%
3,683
+1
96
$805K 0.22%
18,967
-218
97
$800K 0.22%
3,464
+27
98
$747K 0.2%
2,873
-4
99
$725K 0.2%
6,727
+2,134
100
$715K 0.2%
16,637
+4,825
2 3
4
5 6