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Home > Institutional Investor > Great Diamond Partners, Llc > Profile

Instuitional Investor - Great Diamond Partners, Llc

Fund Profile
Filing Period:
Fund Name: Great Diamond Partners, Llc
Portfolio Value $405,780,957
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 90,698 $24,827,785 6.11%
2.
Vanguard Index Fds
 95,728 $22,708,562 5.59%
3.
Ishares Tr
 291,933 $20,537,486 5.06%
4.
Microsoft Corp
 MSFT 35,041 $13,176,705 3.24%
5.
Vanguard Index Fds
 39,716 $12,346,910 3.04%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)