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Gryphon Financial Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$5.63M
3
+$4.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.38M
5
AMZN icon
Amazon
AMZN
+$2.81M

Top Sells

1
+$31.7M
2
+$3.22M
3
+$3.03M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.25M
5
PG icon
Procter & Gamble
PG
+$2.21M

Sector Composition

1 Technology 14.57%
2 Healthcare 7.91%
3 Financials 7.57%
4 Industrials 6.69%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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