GFP
Gryphon Financial Partners Portfolio holdings
AUM
$766M
1-Year Return
20.03%
This Quarter Return
+7.55%
1 Year Return
+20.03%
3 Year Return
+75.89%
5 Year Return
+131.56%
10 Year Return
–
AUM
$176M
AUM Growth
–
Cap. Flow
+$176M
Cap. Flow
% of AUM
99.87%
Top 10 Holdings %
Top 10 Hldgs %
62.39%
Holding
1,040
New
1,031
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$38.4M |
| 2 |
Dycom Industries
DY
|
+$20.4M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$11.8M |
| 4 |
Procter & Gamble
PG
|
+$11.6M |
| 5 |
AbbVie
ABBV
|
+$8.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Healthcare | 11.24% |
| 3 | Consumer Staples | 7.59% |
| 4 | Energy | 6.43% |
| 5 | Communication Services | 6.35% |
