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
$263M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$21.9M
3 +$14.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.33M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.17%
2 Technology 12.51%
3 Financials 7.2%
4 Industrials 6.44%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$157K 0.06%
+810
177
$155K 0.06%
+605
178
$152K 0.06%
+2,978
179
$150K 0.06%
+1,286
180
$150K 0.06%
+3,906
181
$150K 0.06%
+3,608
182
$150K 0.06%
+2,951
183
$150K 0.06%
+1,285
184
$148K 0.06%
+1,112
185
$145K 0.06%
+1,130
186
$143K 0.05%
+3,932
187
$142K 0.05%
+860
188
$139K 0.05%
+1,664
189
$138K 0.05%
+1,002
190
$136K 0.05%
+1,093
191
$136K 0.05%
+515
192
$136K 0.05%
+2,804
193
$134K 0.05%
+2,370
194
$134K 0.05%
+2,686
195
$133K 0.05%
+4,136
196
$128K 0.05%
+2,302
197
$125K 0.05%
+721
198
$123K 0.05%
+854
199
$123K 0.05%
+760
200
$120K 0.05%
+2,412