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
$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
176
$273K 0.07%
4,030
+63
177
$270K 0.07%
1,619
-15
178
$265K 0.07%
779
-7
179
$258K 0.07%
4,487
+28
180
$258K 0.07%
5,392
+582
181
$257K 0.07%
3,792
+37
182
$256K 0.07%
6,320
-35
183
$245K 0.07%
4,144
-312
184
$245K 0.07%
2,573
-23
185
$244K 0.07%
2,185
186
$242K 0.07%
2,808
-14
187
$236K 0.06%
1,078
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188
$234K 0.06%
888
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189
$232K 0.06%
+938
190
$232K 0.06%
+4,758
191
$230K 0.06%
4,257
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192
$226K 0.06%
+1,443
193
$223K 0.06%
1,422
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194
$220K 0.06%
+2,243
195
$215K 0.06%
+754
196
$214K 0.06%
+7,834
197
$212K 0.06%
3,045
-603
198
$212K 0.06%
3,546
+110
199
$209K 0.06%
+4,039
200
$207K 0.06%
1,308
+348
5 6 7
8
9