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
$242M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$1.45M
3 +$1.23M
4
VLO icon
Valero Energy
VLO
+$1.07M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$874K

Top Sells

1 +$1.23M
2 +$1.08M
3 +$1.05M
4
JPM icon
JPMorgan Chase
JPM
+$780K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$620K

Sector Composition

1 Healthcare 15.01%
2 Technology 13.06%
3 Industrials 5.59%
4 Consumer Staples 5.45%
5 Consumer Discretionary 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,027
152
-7,645
153
-12,460
154
-10,892
155
-5,451