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
$424M
AUM Growth
+$161K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.92M
3
+$1.88M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$861K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$693K

Top Sells

1
+$1.16M
2
+$621K
3
+$543K
4
CMG icon
Chipotle Mexican Grill
CMG
+$447K
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$417K

Sector Composition

1 Technology 7.62%
2 Healthcare 7.41%
3 Financials 6.14%
4 Communication Services 5.23%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.61%
7,477
+122
27
$2.44M 0.55%
58,970
-3,560
28
$2.42M 0.54%
29,620
+6,360
29
$2.31M 0.52%
22,733
+990
30
$2.27M 0.51%
44,937
+2,369
31
$2.17M 0.49%
145,000
+2,560
32
$2.06M 0.46%
9,832
-207
33
$1.93M 0.43%
15,259
+3,375
34
$1.93M 0.43%
13,359
+404
35
$1.81M 0.41%
15,595
+4,638
36
$1.74M 0.39%
17,131
+9
37
$1.68M 0.38%
14,374
+2,439
38
$1.63M 0.37%
3,257
+65
39
$1.59M 0.36%
4,000
40
$1.48M 0.33%
15,400
+1,380
41
$1.4M 0.32%
10,458
+380
42
$1.39M 0.31%
4,216
+47
43
$1.37M 0.31%
11,840
-117
44
$1.35M 0.3%
36,450
45
$1.31M 0.3%
5,287
+266
46
$1.18M 0.26%
2,322
-67
47
$1.06M 0.24%
19,033
+2,103
48
$1.05M 0.24%
24,422
+17
49
$1.01M 0.23%
13,872
50
$981K 0.22%
2,768
-617
1
2
3 4 5