GFP

Gryphon Financial Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,044
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$1.86M
3 +$1.7M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.26M
5
SSP icon
E.W. Scripps
SSP
+$649K

Top Sells

1 +$1.85M
2 +$1.54M
3 +$567K
4
GLD icon
SPDR Gold Trust
GLD
+$334K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$178K

Sector Composition

1 Industrials 9.07%
2 Healthcare 8.59%
3 Consumer Staples 5.98%
4 Energy 4.33%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$28K 0.01%
296
327
$28K 0.01%
741
328
$27K 0.01%
492
329
$27K 0.01%
37
-8
330
$27K 0.01%
951
-3
331
$27K 0.01%
485
-13
332
$27K 0.01%
248
333
$27K 0.01%
1,097
+150
334
$27K 0.01%
547
335
$26K 0.01%
327
-44
336
$26K 0.01%
90
337
$26K 0.01%
110
+3
338
$26K 0.01%
1,210
+720
339
$26K 0.01%
750
-28
340
$25K 0.01%
273
341
$25K 0.01%
707
342
$25K 0.01%
547
-24
343
$25K 0.01%
274
-11
344
$25K 0.01%
529
-12
345
$25K 0.01%
359
-30
346
$25K 0.01%
270
-15
347
$25K 0.01%
554
-691
348
$25K 0.01%
222
+25
349
$25K 0.01%
241
-5
350
$24K 0.01%
328
-89