GFP
Gryphon Financial Partners Portfolio holdings
AUM
$766M
1-Year Return
20.03%
This Quarter Return
+6.38%
1 Year Return
+20.03%
3 Year Return
+75.89%
5 Year Return
+131.56%
10 Year Return
–
AUM
$335M
AUM Growth
+$114M
(+51%)
Cap. Flow
+$99.9M
Cap. Flow
% of AUM
29.81%
Top 10 Holdings %
Top 10 Hldgs %
64.31%
Holding
1,009
New
13
Increased
118
Reduced
12
Closed
835
Top Buys
Top Sells
| 1 |
AT&T
T
|
$1.42M |
| 2 |
Suncor Energy
SU
|
$906K |
| 3 |
iShares US Financials ETF
IYF
|
$241K |
| 4 |
iShares US Technology ETF
IYW
|
$224K |
| 5 |
WPZ
Williams Partners L.P.
WPZ
|
$199K |
Sector Composition
| 1 | Healthcare | 7.25% |
| 2 | Industrials | 5.85% |
| 3 | Consumer Staples | 4.87% |
| 4 | Technology | 4.8% |
| 5 | Energy | 4.15% |