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
126
$9K ﹤0.01%
92
127
– –
-23
128
– –
-1,490
129
– –
-5,251
130
– –
-121
131
– –
-1,852
132
– –
-580
133
– –
-446
134
– –
-1,595
135
– –
-1,459
136
– –
-212
137
– –
-23
138
– –
-200
139
– –
-741
140
– –
-1,093
141
– –
-583
142
– –
-103
143
– –
-2,288
144
– –
-1,382
145
– –
-289
146
– –
-700
147
– –
-1,009
148
– –
-815
149
– –
-2,625
150
– –
-12
4 5
6
7 8