GFP
Gryphon Financial Partners Portfolio holdings
AUM
$766M
1-Year Return
20.03%
This Quarter Return
+10.34%
1 Year Return
+20.03%
3 Year Return
+75.89%
5 Year Return
+131.56%
10 Year Return
–
AUM
$588M
AUM Growth
+$34.4M
(+6.2%)
Cap. Flow
-$14.5M
Cap. Flow
% of AUM
-2.46%
Top 10 Holdings %
Top 10 Hldgs %
51.8%
Holding
274
New
41
Increased
74
Reduced
120
Closed
23
Top Buys
| 1 |
Shopify
SHOP
|
$8.42M |
| 2 |
Meta Platforms (Facebook)
META
|
$6.13M |
| 3 |
Palantir
PLTR
|
$4.95M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.6M |
| 5 |
Amazon
AMZN
|
$3.03M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$33.3M |
| 2 |
NVIDIA
NVDA
|
$4.02M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.16M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.36M |
| 5 |
Procter & Gamble
PG
|
$2.29M |
Sector Composition
| 1 | Technology | 14.57% |
| 2 | Healthcare | 7.91% |
| 3 | Financials | 7.57% |
| 4 | Industrials | 6.69% |
| 5 | Communication Services | 6.44% |
