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
$325M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$4.6M
3
+$4.03M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.94M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.81M

Top Sells

1
+$8.67M
2
+$7.85M
3
+$5.32M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.44M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.73M

Sector Composition

1 Technology 12.85%
2 Healthcare 11.52%
3 Financials 6.32%
4 Consumer Discretionary 6.13%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$692K 0.21%
11,914
+464
102
$667K 0.21%
2,748
-336
103
$666K 0.2%
1,871
+1
104
$654K 0.2%
14,374
-640
105
$649K 0.2%
12,314
+716
106
$639K 0.2%
4,810
+170
107
$633K 0.19%
8,033
-131
108
$624K 0.19%
3,343
-657
109
$593K 0.18%
1,248
+4
110
$584K 0.18%
1,565
-61
111
$566K 0.17%
4,799
-70
112
$553K 0.17%
3,437
-12
113
$546K 0.17%
21,920
+1,552
114
$539K 0.17%
6,315
-313
115
$513K 0.16%
17,320
-50,970
116
$499K 0.15%
4,614
+21
117
$495K 0.15%
3,586
+71
118
$489K 0.15%
4,139
+255
119
$486K 0.15%
4,520
-187
120
$465K 0.14%
12,837
-18
121
$462K 0.14%
3,488
-147
122
$459K 0.14%
971
-46
123
$448K 0.14%
6,783
+1,494
124
$448K 0.14%
2,706
+55
125
$435K 0.13%
19,066
-723
3 4
5
6 7