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
276
$236K 0.03%
+1,840
277
$236K 0.03%
1,038
+62
278
$236K 0.03%
7,991
+55
279
$232K 0.03%
725
-44
280
$231K 0.03%
10,291
-4,449
281
$230K 0.03%
+1,513
282
$226K 0.03%
+399
283
$224K 0.03%
2,382
+1
284
$223K 0.03%
446
285
$222K 0.03%
2,128
-597
286
$221K 0.03%
1,639
287
$220K 0.03%
1,987
+115
288
$220K 0.03%
+923
289
$219K 0.03%
+1,176
290
$218K 0.03%
+5,024
291
$218K 0.03%
+406
292
$217K 0.03%
+753
293
$215K 0.03%
+2,746
294
$214K 0.03%
+1,972
295
$214K 0.03%
+1,021
296
$212K 0.03%
+1,175
297
$208K 0.03%
+1,241
298
$207K 0.03%
8,551
-4,979
299
$205K 0.03%
+229
300
$204K 0.03%
594
-15
9 10 11
12
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