GFP
Gryphon Financial Partners Portfolio holdings
AUM
$766M
This Quarter Return
+11.31%
1 Year Return
+20.03%
3 Year Return
+75.89%
5 Year Return
+131.56%
10 Year Return
–
AUM
$554M
AUM Growth
+$554M
(+32%)
Cap. Flow
+$86.2M
Cap. Flow
% of AUM
15.57%
Top 10 Holdings %
Top 10 Hldgs %
53.8%
Holding
247
New
61
Increased
135
Reduced
23
Closed
14
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.67M |
| 2 |
Microsoft
MSFT
|
$5.3M |
| 3 |
Apple
AAPL
|
$3.72M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.23M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.84M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.7M |
| 2 |
Amazon
AMZN
|
$1.38M |
| 3 |
Goldman Sachs
GS
|
$629K |
| 4 |
ConocoPhillips
COP
|
$622K |
| 5 |
Shell
SHEL
|
$526K |
Sector Composition
| 1 | Technology | 11.37% |
| 2 | Healthcare | 7.93% |
| 3 | Financials | 7.34% |
| 4 | Communication Services | 6.82% |
| 5 | Industrials | 5.76% |
