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
$337M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$491K
3 +$448K
4
TSLA icon
Tesla
TSLA
+$420K
5
DIS icon
Walt Disney
DIS
+$393K

Sector Composition

1 Technology 7.5%
2 Healthcare 7.45%
3 Communication Services 5.34%
4 Consumer Staples 4.77%
5 Financials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.96M 0.58%
5,783
+472
27
$1.93M 0.57%
15,259
28
$1.88M 0.56%
9,414
+15
29
$1.87M 0.55%
137,960
-7,800
30
$1.67M 0.49%
14,146
-133
31
$1.54M 0.46%
3,149
-100
32
$1.38M 0.41%
19,646
+182
33
$1.37M 0.41%
11,841
+60
34
$1.29M 0.38%
10,297
-689
35
$1.29M 0.38%
13,377
+326
36
$1.27M 0.38%
5,070
+38
37
$1.26M 0.37%
4,041
+70
38
$1.26M 0.37%
+44,491
39
$1.25M 0.37%
4,000
40
$1.2M 0.36%
17,049
+595
41
$1.16M 0.34%
36,450
42
$1.14M 0.34%
2,268
+134
43
$975K 0.29%
13,320
+220
44
$940K 0.28%
15,777
+496
45
$932K 0.28%
3,353
-281
46
$912K 0.27%
11,180
+456
47
$892K 0.26%
63,582
48
$870K 0.26%
4,207
+1,252
49
$827K 0.24%
14,308
50
$804K 0.24%
5,402
+40