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
101
$273K 0.14%
7,278
-210
102
$265K 0.14%
1,498
+270
103
$264K 0.14%
1,728
104
$259K 0.13%
6,165
-895
105
$259K 0.13%
4,122
-1,344
106
$257K 0.13%
903
-127
107
$257K 0.13%
5,027
+692
108
$254K 0.13%
7,645
-795
109
$247K 0.13%
2,347
-292
110
$245K 0.13%
5,131
-631
111
$239K 0.12%
+9,505
112
$234K 0.12%
3,000
113
$234K 0.12%
900
-64
114
$234K 0.12%
5,058
-336
115
$231K 0.12%
17,972
+5,264
116
$228K 0.12%
2,938
+214
117
$223K 0.11%
1,847
+135
118
$220K 0.11%
3,220
-126
119
$215K 0.11%
2,881
-436
120
$213K 0.11%
1,784
-230
121
$213K 0.11%
7,405
-5,660
122
$212K 0.11%
12,396
123
$211K 0.11%
919
124
$205K 0.11%
6,040
+820
125
$140K 0.07%
3,561
-74
3 4
5
6 7