GFP

Gryphon Financial Partners Portfolio holdings

AUM $766M
1-Year Est. Return 20.03%
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$1.07M
3 +$1.06M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
GS icon
Goldman Sachs
GS
+$807K

Top Sells

1 +$2.78M
2 +$2.6M
3 +$2.45M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.44M
5
MDT icon
Medtronic
MDT
+$1.53M

Sector Composition

1 Healthcare 6.1%
2 Consumer Staples 4.79%
3 Communication Services 4.76%
4 Financials 4.22%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.81M 0.52%
33,480
+6,300
27
$1.73M 0.5%
15,008
+88
28
$1.68M 0.48%
9,694
+3,037
29
$1.48M 0.43%
34,968
+18,236
30
$1.46M 0.42%
21,657
+1,292
31
$1.45M 0.42%
13,032
+230
32
$1.43M 0.41%
16,649
+166
33
$1.38M 0.4%
5,232
+182
34
$1.3M 0.37%
11,513
+72
35
$1.28M 0.37%
18,622
-34
36
$1.21M 0.35%
4,121
+1,058
37
$1.2M 0.35%
24,136
+136
38
$1.15M 0.33%
45,730
+70
39
$1.06M 0.31%
+15,196
40
$1.06M 0.31%
22,491
+15,224
41
$1.04M 0.3%
40,824
42
$989K 0.28%
4,052
+1,640
43
$974K 0.28%
8,718
-2,403
44
$909K 0.26%
15,903
+172
45
$872K 0.25%
21,220
-518
46
$853K 0.25%
40,832
-91
47
$849K 0.24%
11,085
+955
48
$836K 0.24%
28,952
+355
49
$812K 0.23%
28,975
-1,079
50
$809K 0.23%
9,639
+3,982