GDP

Great Diamond Partners Portfolio holdings

AUM $520M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.73M
3
+$1.36M
4
AVGO icon
Broadcom
AVGO
+$1.36M
5
CAH icon
Cardinal Health
CAH
+$1.32M

Top Sells

1
+$2.69M
2
+$2.51M
3
+$2.32M
4
ALB icon
Albemarle
ALB
+$1.43M
5
TXN icon
Texas Instruments
TXN
+$1.28M

Sector Composition

1 Technology 13.95%
2 Healthcare 9.89%
3 Financials 6.58%
4 Industrials 5.75%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$306K 0.07%
2,098
-12
177
$305K 0.07%
2,494
+6
178
$304K 0.07%
17,268
+1,457
179
$304K 0.07%
1,334
-133
180
$303K 0.07%
3,106
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181
$302K 0.07%
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-42
182
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1,342
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183
$290K 0.07%
554
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184
$290K 0.07%
1,456
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185
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1,047
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186
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187
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713
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188
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1,859
189
$267K 0.06%
736
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190
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191
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192
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193
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194
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195
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1,156
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196
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+1,794
197
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-20
198
$247K 0.06%
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199
$246K 0.06%
7,640
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200
$246K 0.06%
2,408
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