GFP

Gryphon Financial Partners Portfolio holdings

AUM $877M
1-Year Est. Return 23.35%
This Quarter Est. Return
1 Year Est. Return
+23.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.33M
3
+$3.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
PYPL icon
PayPal
PYPL
+$1.68M

Top Sells

1
+$10.2M
2
+$4.34M
3
+$3.41M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.99M
5
SSP icon
E.W. Scripps
SSP
+$1.93M

Sector Composition

1 Healthcare 7.61%
2 Technology 6.84%
3 Financials 6.34%
4 Industrials 5.78%
5 Communication Services 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.52%
42,568
+51
27
$2.13M 0.48%
10,039
+627
28
$2.02M 0.46%
63,582
29
$1.97M 0.45%
12,955
-364
30
$1.9M 0.43%
142,440
+4,520
31
$1.78M 0.4%
17,122
+73
32
$1.55M 0.35%
4,169
+128
33
$1.52M 0.34%
3,192
+125
34
$1.49M 0.34%
11,884
+131
35
$1.45M 0.33%
14,020
+660
36
$1.43M 0.33%
4,000
37
$1.39M 0.32%
11,957
+38
38
$1.36M 0.31%
11,935
+870
39
$1.34M 0.3%
10,078
-162
40
$1.3M 0.3%
18,503
-28,261
41
$1.29M 0.29%
36,450
42
$1.25M 0.28%
10,957
+2,454
43
$1.25M 0.28%
23,890
+1,870
44
$1.16M 0.26%
17,755
-76
45
$1.13M 0.26%
24,405
46
$1.13M 0.26%
3,460
47
$1.08M 0.25%
14,918
+352
48
$1.08M 0.25%
16,930
+11,917
49
$1.08M 0.25%
3,385
50
$1.07M 0.24%
4,830
+501
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2
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