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
$430M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$888K
3
+$872K
4
PATH icon
UiPath
PATH
+$837K
5
DHR icon
Danaher
DHR
+$774K

Top Sells

1
+$10.8M
2
+$4.97M
3
+$3.76M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.92M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.13M

Sector Composition

1 Technology 8.72%
2 Healthcare 8.05%
3 Financials 6.66%
4 Communication Services 5.83%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.25%
6,969
+957
52
$1.12M 0.25%
17,425
-868
53
$1.12M 0.25%
9,727
-5,868
54
$1.12M 0.25%
6,461
+3,044
55
$1.11M 0.25%
25,923
+4,934
56
$1.08M 0.24%
15,326
-537
57
$1.04M 0.23%
22,443
-8,653
58
$1.04M 0.23%
24,429
+7
59
$991K 0.22%
2,769
+1
60
$950K 0.21%
9,379
-47
61
$938K 0.21%
17,592
-1,441
62
$889K 0.2%
12,035
-4,012
63
$888K 0.2%
+5,671
64
$875K 0.19%
3,657
+652
65
$848K 0.19%
505
-100
66
$845K 0.19%
5,706
-1,079
67
$829K 0.18%
4,900
+1,548
68
$823K 0.18%
8,922
+16
69
$823K 0.18%
15,251
-1,382
70
$804K 0.18%
1,209
-104
71
$795K 0.18%
1,769
-58
72
$778K 0.17%
8,400
-91
73
$775K 0.17%
26,070
+2,025
74
$774K 0.17%
+2,865
75
$761K 0.17%
1,411
-148
1 2
3
4 5