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
$354M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$7.19M
3
+$1.2M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.11M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$714K

Top Sells

1
+$8.58M
2
+$4.6M
3
+$2.77M
4
IDXX icon
Idexx Laboratories
IDXX
+$2.53M
5
SYY icon
Sysco
SYY
+$1.44M

Sector Composition

1 Technology 12.92%
2 Healthcare 11.56%
3 Financials 6.64%
4 Consumer Discretionary 6.09%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-8,532
202
– –
-513
203
– –
-9,750
5 6 7 8
9