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
$483M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.92M
3
+$2.36M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.06M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$871K

Top Sells

1
+$3.21M
2
+$2.24M
3
+$2.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M
5
SSP icon
E.W. Scripps
SSP
+$1.21M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.27%
3 Financials 6.27%
4 Industrials 5.73%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.22%
24,306
-30
52
$1.03M 0.21%
6,301
-35
53
$1.02M 0.21%
9,274
+65
54
$1.01M 0.21%
4,073
-1,367
55
$1M 0.2%
2,770
56
$998K 0.2%
9,684
+3
57
$995K 0.2%
9,078
+27
58
$972K 0.2%
4,579
-183
59
$961K 0.2%
3,369
-611
60
$900K 0.18%
4,039
-1,145
61
$869K 0.18%
10,519
+1,312
62
$864K 0.18%
7,571
-2,424
63
$863K 0.18%
17,416
+654
64
$858K 0.17%
9,815
-389
65
$842K 0.17%
14,948
66
$840K 0.17%
7,258
-3,096
67
$827K 0.17%
1,436
-150
68
$822K 0.17%
2,524
-248
69
$810K 0.17%
14,207
+21
70
$801K 0.16%
1,356
-11
71
$797K 0.16%
2,416
-40
72
$793K 0.16%
4,515
+18
73
$785K 0.16%
1,598
+25
74
$784K 0.16%
8,400
-27
75
$780K 0.16%
3,066
1 2
3
4 5