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
$668M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.77M
3
+$1.73M
4
SNAP icon
Snap
SNAP
+$1.49M
5
RIVN icon
Rivian
RIVN
+$1.28M

Top Sells

1
+$717K
2
+$542K
3
+$338K
4
PATH icon
UiPath
PATH
+$295K
5
NFLX icon
Netflix
NFLX
+$269K

Sector Composition

1 Technology 15.08%
2 Healthcare 7.04%
3 Financials 6.6%
4 Industrials 6.56%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$290K 0.04%
+3,094
227
$287K 0.04%
3,728
-326
228
$287K 0.04%
867
-58
229
$284K 0.04%
1,288
-25
230
$284K 0.04%
1,224
+135
231
$278K 0.04%
+476
232
$276K 0.04%
2,013
+37
233
$269K 0.04%
2,046
+257
234
$268K 0.04%
13,446
235
$268K 0.04%
2,764
+18
236
$267K 0.04%
2,556
+538
237
$265K 0.04%
2,029
+243
238
$257K 0.04%
1,739
-78
239
$257K 0.04%
11,999
240
$257K 0.04%
5,141
+3
241
$255K 0.04%
1,005
+70
242
$252K 0.04%
+6,334
243
$249K 0.04%
2,619
-83
244
$248K 0.04%
2,335
-14
245
$248K 0.04%
1,205
-14
246
$239K 0.04%
4,053
-1,025
247
$237K 0.04%
+3,058
248
$236K 0.04%
365
-1
249
$236K 0.04%
+786
250
$235K 0.04%
786
-12
8 9
10
11 12