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GDP

Great Diamond Partners Portfolio holdings

AUM $520M
1-Year Est. Return 21.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
-$175K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.9M
3
+$7.32M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$3.4M
5
LVS icon
Las Vegas Sands
LVS
+$3.05M

Top Sells

1
+$13.6M
2
+$6.52M
3
+$5.96M
4
ETN icon
Eaton
ETN
+$3.21M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.8M

Sector Composition

1 Technology 11.91%
2 Healthcare 6.35%
3 Financials 5.33%
4 Industrials 5.06%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNST icon
176
Monster Beverage
MNST
$90.9B
$419K 0.08%
5,784
-66
IBM icon
177
IBM
IBM
$255B
$416K 0.08%
1,717
-3,813
AEP icon
178
American Electric Power
AEP
$70.6B
$415K 0.08%
3,169
+6
CRM icon
179
Salesforce
CRM
$132B
$411K 0.08%
2,202
-636
VB icon
180
Vanguard Small-Cap ETF
VB
$79.6B
$404K 0.08%
1,542
+75
AMT icon
181
American Tower
AMT
$85.9B
$388K 0.07%
2,249
-9
NVS icon
182
Novartis
NVS
$288B
$386K 0.07%
2,525
-28
AZN icon
183
AstraZeneca
AZN
$277B
$384K 0.07%
1,949
-2,313
SLV icon
184
iShares Silver Trust
SLV
$33.9B
$382K 0.07%
5,603
-3,863
HOLX
185
DELISTED
Hologic
HOLX
$378K 0.07%
4,998
GEV icon
186
GE Vernova
GEV
$264B
$377K 0.07%
432
-4
REGN icon
187
Regeneron Pharmaceuticals
REGN
$64.4B
$374K 0.07%
484
-10
SHW icon
188
Sherwin-Williams
SHW
$79.5B
$367K 0.07%
1,145
IEMG icon
189
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$361K 0.07%
5,179
-4,628
GLD icon
190
SPDR Gold Trust
GLD
$141B
$329K 0.06%
765
XYL icon
191
Xylem
XYL
$26.4B
$326K 0.06%
2,726
+381
ESGE icon
192
iShares ESG Aware MSCI EM ETF
ESGE
$6.9B
$324K 0.06%
7,120
+255
DE icon
193
Deere & Co
DE
$158B
$321K 0.06%
569
-11
IBDX icon
194
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.68B
$318K 0.06%
12,575
+3,605
CTVA icon
195
Corteva
CTVA
$50.6B
$306K 0.06%
3,658
+11
ADSK icon
196
Autodesk
ADSK
$42.5B
$306K 0.06%
1,278
-13
PSX icon
197
Phillips 66
PSX
$69B
$305K 0.06%
1,673
-91
IBTK icon
198
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$885M
$295K 0.06%
+14,961
ISRG icon
199
Intuitive Surgical
ISRG
$148B
$289K 0.06%
626
-48
AZO icon
200
AutoZone
AZO
$51.2B
$280K 0.05%
83
-4
6 7
8
9 10