GDP

Great Diamond Partners Portfolio holdings

AUM $520M
1-Year Est. Return 18.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.82M
3
+$1.74M
4
EVR icon
Evercore
EVR
+$1.48M
5
TSM icon
TSMC
TSM
+$723K

Top Sells

1
+$2.45M
2
+$2.18M
3
+$1.98M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.95M
5
NUE icon
Nucor
NUE
+$1.93M

Sector Composition

1 Technology 13.35%
2 Healthcare 9.28%
3 Financials 7%
4 Industrials 4.97%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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