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
$387M
AUM Growth
-$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$2.49M
3 +$1.82M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.03M
5
GRMN icon
Garmin
GRMN
+$681K

Top Sells

1 +$3.36M
2 +$2.62M
3 +$1.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M
5
KLAC icon
KLA
KLAC
+$1.08M

Sector Composition

1 Technology 13.39%
2 Financials 7.8%
3 Healthcare 7.75%
4 Industrials 4.85%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$259K 0.07%
619
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$259K 0.07%
3,873
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153
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154
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884
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