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
$406M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$1.59M
3
+$1.36M
4
ETN icon
Eaton
ETN
+$1.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.03M

Top Sells

1
+$4.73M
2
+$1.4M
3
+$1.2M
4
HSY icon
Hershey
HSY
+$1.08M
5
DFS
Discover Financial Services
DFS
+$1.07M

Sector Composition

1 Technology 13.86%
2 Healthcare 10.05%
3 Financials 5.84%
4 Industrials 5.46%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.06%
+2,740
202
$244K 0.06%
7,619
-10
203
$243K 0.06%
3,159
-298
204
$243K 0.06%
+1,410
205
$237K 0.06%
1,583
206
$236K 0.06%
1,260
-3
207
$235K 0.06%
1,764
208
$232K 0.06%
4,543
-6,275
209
$232K 0.06%
846
+100
210
$230K 0.06%
2,428
-14
211
$230K 0.06%
4,197
-209
212
$228K 0.06%
984
-202
213
$227K 0.06%
7,879
-365
214
$224K 0.06%
4,372
+367
215
$224K 0.06%
6,715
+20
216
$223K 0.06%
+2,440
217
$220K 0.05%
+1,142
218
$220K 0.05%
734
-171
219
$219K 0.05%
1,968
-438
220
$217K 0.05%
+1,575
221
$216K 0.05%
+1,012
222
$215K 0.05%
+2,055
223
$211K 0.05%
+1,061
224
$209K 0.05%
+3,934
225
$207K 0.05%
+3,595
6 7 8
9
10