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
$420M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$2.05M
3
+$1.89M
4
UPST icon
Upstart Holdings
UPST
+$1.43M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$747K

Top Sells

1
+$5.56M
2
+$1.09M
3
+$633K
4
MSFT icon
Microsoft
MSFT
+$555K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$497K

Sector Composition

1 Technology 10.69%
2 Healthcare 8.05%
3 Financials 6.64%
4 Communication Services 5.65%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.47%
8,866
+210
27
$1.84M 0.43%
177,220
-137
28
$1.83M 0.42%
13,883
+89
29
$1.76M 0.41%
7,046
+414
30
$1.75M 0.41%
46,146
+12
31
$1.73M 0.4%
3,438
-52
32
$1.7M 0.39%
18,030
+85
33
$1.68M 0.39%
24,331
-7,206
34
$1.66M 0.39%
4,000
35
$1.65M 0.38%
6,195
-68
36
$1.59M 0.37%
3
37
$1.58M 0.37%
16,650
-19
38
$1.55M 0.36%
14,397
+273
39
$1.55M 0.36%
13,171
+650
40
$1.53M 0.36%
9,330
-417
41
$1.48M 0.34%
2,903
+10
42
$1.45M 0.34%
264,795
-469
43
$1.43M 0.33%
+50,000
44
$1.33M 0.31%
8,565
+128
45
$1.3M 0.3%
29,427
-1,742
46
$1.3M 0.3%
8,540
-193
47
$1.24M 0.29%
3,297
-439
48
$1.24M 0.29%
7,357
+762
49
$1.15M 0.27%
12,246
50
$1.15M 0.27%
2,035
+103
1
2
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