GDP

Great Diamond Partners Portfolio holdings

AUM $516M
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$936K
3
+$911K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$906K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$706K

Top Sells

1
+$7.36M
2
+$1.09M
3
+$352K
4
CERN
Cerner Corp
CERN
+$305K
5
VZ icon
Verizon
VZ
+$273K

Sector Composition

1 Technology 14.06%
2 Healthcare 11.52%
3 Financials 7.36%
4 Consumer Discretionary 6.26%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$363K 0.1%
2,448
+2
152
$349K 0.1%
572
+5
153
$345K 0.09%
+2,065
154
$343K 0.09%
2,779
-32
155
$336K 0.09%
3,312
+378
156
$335K 0.09%
2,950
-42
157
$333K 0.09%
1,005
-9
158
$333K 0.09%
6,169
-5,050
159
$329K 0.09%
835
-1
160
$324K 0.09%
722
-7
161
$324K 0.09%
1,681
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162
$314K 0.09%
6,378
-60
163
$302K 0.08%
2,280
+10
164
$302K 0.08%
10,192
-27
165
$301K 0.08%
8,704
166
$301K 0.08%
2,077
-23
167
$294K 0.08%
+1,620
168
$293K 0.08%
786
-7
169
$290K 0.08%
4,840
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170
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713
-10
171
$285K 0.08%
5,479
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172
$278K 0.08%
2,960
+101
173
$277K 0.08%
4,681
-30
174
$276K 0.08%
1,365
+37
175
$275K 0.08%
1,104
-8
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7
8 9