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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
$696M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.26M
3
+$1.22M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$804K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$699K

Top Sells

1
+$7.99M
2
+$7.06M
3
+$6.73M
4
NVDA icon
NVIDIA
NVDA
+$2.64M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.87M

Sector Composition

1 Technology 15.15%
2 Financials 7.27%
3 Healthcare 6.52%
4 Industrials 6.5%
5 Communication Services 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
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