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
$347M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$1.07M
3 +$1.06M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
GS icon
Goldman Sachs
GS
+$807K

Top Sells

1 +$2.78M
2 +$2.6M
3 +$2.45M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.44M
5
MDT icon
Medtronic
MDT
+$1.53M

Sector Composition

1 Healthcare 6.1%
2 Consumer Staples 4.79%
3 Communication Services 4.76%
4 Financials 4.22%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$807K 0.23%
+3,944
52
$777K 0.22%
1,271
-109
53
$747K 0.22%
9,539
-11
54
$734K 0.21%
11,466
+31
55
$702K 0.2%
+12,303
56
$699K 0.2%
170,280
+63,520
57
$684K 0.2%
4,915
+360
58
$674K 0.19%
6,769
-70
59
$663K 0.19%
+4,722
60
$659K 0.19%
12,585
+8,224
61
$645K 0.19%
344
+152
62
$641K 0.18%
14,308
63
$631K 0.18%
14,948
64
$624K 0.18%
24,644
+779
65
$613K 0.18%
5,255
+585
66
$612K 0.18%
4,918
+295
67
$610K 0.18%
10,818
68
$606K 0.17%
3,997
-59
69
$594K 0.17%
10,980
+5,140
70
$594K 0.17%
14,791
+5,000
71
$580K 0.17%
8,400
72
$572K 0.16%
10,463
-23,568
73
$539K 0.16%
6,745
-255
74
$530K 0.15%
10,405
-15,280
75
$529K 0.15%
2,003
+3