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
$483M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.92M
3
+$2.36M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.06M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$871K

Top Sells

1
+$3.21M
2
+$2.24M
3
+$2.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M
5
SSP icon
E.W. Scripps
SSP
+$1.21M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.27%
3 Financials 6.27%
4 Industrials 5.73%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.51%
23,370
+193
27
$2.51M 0.51%
23,475
+7,307
28
$2.23M 0.45%
6,213
+471
29
$2.06M 0.42%
9,299
-1,224
30
$2.05M 0.42%
9,204
-2,028
31
$2.03M 0.41%
14,904
-336
32
$2.01M 0.41%
14,400
+940
33
$1.9M 0.39%
6,835
-2,003
34
$1.9M 0.39%
3,722
+25
35
$1.86M 0.38%
18,061
+39
36
$1.76M 0.36%
13,723
+30
37
$1.67M 0.34%
4,000
-24
38
$1.61M 0.33%
36,450
39
$1.61M 0.33%
34,378
+513
40
$1.6M 0.33%
9,655
-4,672
41
$1.6M 0.33%
30,926
-8,450
42
$1.59M 0.32%
3
+2
43
$1.39M 0.28%
7,823
-1,232
44
$1.33M 0.27%
13,196
+7,344
45
$1.31M 0.27%
29,413
-13,047
46
$1.29M 0.26%
10,323
+39
47
$1.27M 0.26%
2,780
-297
48
$1.25M 0.25%
36,425
49
$1.19M 0.24%
8,850
-910
50
$1.16M 0.24%
3,102
+165
1
2
3 4 5