GFP

Gryphon Financial Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.31%
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$2.72M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.17M

Top Sells

1
+$2.99M
2
+$1.93M
3
+$1.46M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K

Sector Composition

1 Technology 16.64%
2 Financials 7.44%
3 Healthcare 6.89%
4 Communication Services 6.82%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$294K 0.04%
+5,990
252
$291K 0.04%
5,860
253
$291K 0.04%
+1,686
254
$289K 0.04%
3,636
-45
255
$287K 0.04%
11,405
+2,238
256
$285K 0.04%
992
+249
257
$282K 0.04%
+340
258
$277K 0.04%
378
-17
259
$271K 0.04%
2,954
-63
260
$269K 0.04%
+350
261
$264K 0.03%
+2,058
262
$264K 0.03%
1,886
-51
263
$262K 0.03%
1,908
-1
264
$259K 0.03%
3,849
265
$258K 0.03%
11,999
266
$256K 0.03%
503
+11
267
$254K 0.03%
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268
$253K 0.03%
4,686
269
$250K 0.03%
+3,710
270
$245K 0.03%
+2,300
271
$244K 0.03%
853
272
$243K 0.03%
1,093
+128
273
$240K 0.03%
571
-14
274
$238K 0.03%
2,601
-163
275
$237K 0.03%
4,193
-17
9 10
11
12 13