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
$588M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.13M
3
+$4.95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.03M

Top Sells

1
+$33.3M
2
+$4.02M
3
+$3.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.36M
5
PG icon
Procter & Gamble
PG
+$2.29M

Sector Composition

1 Technology 14.57%
2 Healthcare 7.91%
3 Financials 7.57%
4 Industrials 6.69%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 0.54%
47,953
+1,492
27
$2.89M 0.48%
3,713
+1,389
28
$2.82M 0.47%
28,742
+1,609
29
$2.79M 0.46%
14,941
+1,119
30
$2.75M 0.46%
24,876
+2,390
31
$2.68M 0.44%
31,836
+5,924
32
$2.67M 0.44%
10,288
-127,968
33
$2.59M 0.43%
6,747
+392
34
$2.51M 0.42%
16,512
+2,952
35
$2.5M 0.42%
18,880
+2,820
36
$2.48M 0.41%
5,014
-1,206
37
$2.35M 0.39%
20,240
+1,504
38
$2.24M 0.37%
+100,290
39
$2.23M 0.37%
3,045
-264
40
$2.22M 0.37%
17,992
-1,360
41
$2.18M 0.36%
13,832
+2,428
42
$2.17M 0.36%
6,435
+224
43
$2.14M 0.36%
13,513
-732
44
$2.1M 0.35%
4,000
45
$2M 0.33%
+104,370
46
$1.98M 0.33%
10,007
-943
47
$1.97M 0.33%
32,390
-7,320
48
$1.96M 0.33%
14,857
+927
49
$1.9M 0.32%
3
50
$1.89M 0.31%
135,403
-42,506
1
2
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