GFP
Gryphon Financial Partners Portfolio holdings
AUM
$935M
1-Year Est. Return
24.31%
1 Year Est. Return
+24.31%
AUM
$935M
AUM Growth
+$57.6M
(+6.6%)
Holding
352
Top Buys
| 1 | +$2.72M | |
| 2 | +$2.42M | |
| 3 | +$1.57M | |
| 4 |
Microsoft
MSFT
|
+$1.45M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.2M |
Top Sells
| 1 | +$2.74M | |
| 2 | +$1.73M | |
| 3 | +$977K | |
| 4 |
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$935K |
| 5 |
Progressive
PGR
|
+$518K |
Sector Composition
| 1 | Technology | 18.07% |
| 2 | Communication Services | 8.37% |
| 3 | Financials | 7.69% |
| 4 | Healthcare | 7.67% |
| 5 | Consumer Discretionary | 3.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
| – | – |
-7,387
|
|
||
|
SW
352
Smurfit Westrock
SW
$22.5B
| – | – |
-4,709
|
|