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
$424M
AUM Growth
+$161K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.92M
3
+$1.88M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$861K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$693K

Top Sells

1
+$1.16M
2
+$621K
3
+$543K
4
CMG icon
Chipotle Mexican Grill
CMG
+$447K
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$417K

Sector Composition

1 Technology 7.62%
2 Healthcare 7.41%
3 Financials 6.14%
4 Communication Services 5.23%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$975K 0.22%
4,302
-528
52
$953K 0.21%
16,633
+1,017
53
$949K 0.21%
6,012
+629
54
$937K 0.21%
9,426
55
$880K 0.2%
4,247
+320
56
$817K 0.18%
24,045
-1,614
57
$808K 0.18%
4,790
+39
58
$806K 0.18%
20,989
+509
59
$792K 0.18%
3,726
+266
60
$789K 0.18%
31,096
+4,383
61
$785K 0.18%
3,005
+78
62
$771K 0.17%
8,906
+21
63
$768K 0.17%
8,491
+1
64
$758K 0.17%
3,066
65
$747K 0.17%
15,863
+945
66
$663K 0.15%
1,827
+98
67
$655K 0.15%
605
+72
68
$639K 0.14%
2,113
+146
69
$635K 0.14%
6,785
+510
70
$629K 0.14%
18,293
+538
71
$616K 0.14%
1,234
+53
72
$603K 0.14%
+8,884
73
$593K 0.13%
1,211
+23
74
$590K 0.13%
2,418
+57
75
$587K 0.13%
1,887
+127
1 2
3
4 5