GFP

Gryphon Financial Partners Portfolio holdings

AUM $766M
1-Year Est. Return 20.03%
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Sells

1 +$1.7M
2 +$1.38M
3 +$629K
4
COP icon
ConocoPhillips
COP
+$622K
5
SHEL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$200K 0.04%
+490
227
$195K 0.03%
11,999
228
$152K 0.03%
+4,083
229
$148K 0.03%
+5,798
230
$109K 0.02%
+1,510
231
$73.4K 0.01%
+1,412
232
$15K ﹤0.01%
+300
233
$673 ﹤0.01%
+10
234
-2,617
235
-5,844
236
-711
237
-3,495
238
-338
239
-4,262
240
-909
241
-1,943
242
-3,710
243
-5,595
244
-828
245
-394
246
-8,173
247
-1,802