GDP

Great Diamond Partners Portfolio holdings

AUM $520M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.52M
3
+$2.76M
4
T icon
AT&T
T
+$2.62M
5
XOM icon
Exxon Mobil
XOM
+$2.37M

Top Sells

1
+$8.08M
2
+$2.53M
3
+$2.44M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.96M
5
LLY icon
Eli Lilly
LLY
+$1.83M

Sector Composition

1 Technology 14.84%
2 Financials 7.18%
3 Healthcare 6.71%
4 Industrials 5.05%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.37%
12,188
+39
77
$1.71M 0.36%
10,738
+6,970
78
$1.59M 0.34%
12,862
+3,708
79
$1.53M 0.32%
63,006
-2,271
80
$1.51M 0.32%
1,917
+1,563
81
$1.49M 0.31%
+18,720
82
$1.48M 0.31%
3,038
+56
83
$1.47M 0.31%
4,986
+3,751
84
$1.44M 0.3%
6,341
-7,208
85
$1.43M 0.3%
15,889
+619
86
$1.33M 0.28%
+2,350
87
$1.3M 0.27%
4,816
+3,706
88
$1.29M 0.27%
4,060
+47
89
$1.24M 0.26%
4,995
+159
90
$1.22M 0.26%
2,606
+2,025
91
$1.21M 0.26%
3,796
+2,477
92
$1.21M 0.26%
+7,019
93
$1.2M 0.25%
2,182
+358
94
$1.19M 0.25%
5,833
-131
95
$1.19M 0.25%
10,216
-407
96
$1.15M 0.24%
2,901
+2,274
97
$1.14M 0.24%
5,577
+4,289
98
$1.1M 0.23%
29,402
-1,129
99
$1.1M 0.23%
7,699
+5,255
100
$1.09M 0.23%
+4,698
2 3
4
5 6