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
$345M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.41M
3
+$4.33M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$3.36M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.2M

Top Sells

1
+$5.89M
2
+$5.12M
3
+$3.89M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$3.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.78M

Sector Composition

1 Technology 11.89%
2 Healthcare 10.1%
3 Financials 6.69%
4 Industrials 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$276K 0.08%
2,103
+245
177
$275K 0.08%
964
+8
178
$270K 0.08%
+812
179
$270K 0.08%
741
-10
180
$266K 0.08%
7,078
-590
181
$263K 0.08%
1,322
-8
182
$260K 0.08%
6,857
+828
183
$254K 0.07%
836
-13
184
$254K 0.07%
+2,926
185
$253K 0.07%
+13,132
186
$251K 0.07%
+4,278
187
$251K 0.07%
2,730
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188
$248K 0.07%
1,238
-126
189
$247K 0.07%
1,850
+87
190
$247K 0.07%
4,290
-105
191
$245K 0.07%
1,487
-68
192
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193
$244K 0.07%
7,464
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194
$243K 0.07%
588
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195
$242K 0.07%
843
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196
$241K 0.07%
2,357
-79
197
$237K 0.07%
3,456
+146
198
$237K 0.07%
1,171
-5
199
$236K 0.07%
1,084
-1,150
200
$234K 0.07%
+5,113
6 7
8
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