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
$337M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$491K
3 +$448K
4
TSLA icon
Tesla
TSLA
+$420K
5
DIS icon
Walt Disney
DIS
+$393K

Sector Composition

1 Technology 7.5%
2 Healthcare 7.45%
3 Communication Services 5.34%
4 Consumer Staples 4.77%
5 Financials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$804K 0.24%
4,079
-227
52
$753K 0.22%
10,004
-572
53
$736K 0.22%
3,660
-40
54
$731K 0.22%
20,976
+535
55
$704K 0.21%
29,887
+11,532
56
$694K 0.21%
6,802
57
$661K 0.2%
15,328
+1,439
58
$655K 0.19%
605
-17
59
$626K 0.19%
6,759
-16
60
$625K 0.18%
3,066
61
$624K 0.18%
1,763
+4
62
$584K 0.17%
4,768
+106
63
$569K 0.17%
1,176
-11
64
$565K 0.17%
18,182
+330
65
$562K 0.17%
740
+5
66
$561K 0.17%
1,859
+317
67
$554K 0.16%
7,008
+151
68
$551K 0.16%
2,334
69
$535K 0.16%
1,929
+40
70
$522K 0.15%
1,908
+20
71
$511K 0.15%
9,823
+2,544
72
$510K 0.15%
1,155
+123
73
$500K 0.15%
7,216
+816
74
$497K 0.15%
14,948
75
$495K 0.15%
24,422
+422