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
$451M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$476K
3
+$375K
4
ABNB icon
Airbnb
ABNB
+$292K
5
KR icon
Kroger
KR
+$247K

Top Sells

1
+$8.75M
2
+$2.24M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.94M
5
DY icon
Dycom Industries
DY
+$1.14M

Sector Composition

1 Technology 10.41%
2 Healthcare 7.66%
3 Communication Services 6.14%
4 Industrials 6.11%
5 Financials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.23%
1,932
+25
52
$1.04M 0.22%
6,595
-684
53
$1.02M 0.22%
11,669
-1,231
54
$989K 0.21%
1,759
+53
55
$971K 0.21%
8,794
-137
56
$948K 0.21%
9,137
-59
57
$946K 0.2%
25,788
-2,455
58
$929K 0.2%
1,980
-6
59
$894K 0.19%
7,747
-122
60
$858K 0.19%
10,187
+33
61
$848K 0.18%
2,295
62
$838K 0.18%
2,809
+75
63
$811K 0.18%
4,379
-311
64
$784K 0.17%
3,411
+41
65
$780K 0.17%
12,951
+286
66
$757K 0.16%
3,092
+26
67
$723K 0.16%
2,328
-127
68
$716K 0.16%
1,373
-52
69
$715K 0.15%
3,474
-45
70
$704K 0.15%
4,747
-75
71
$703K 0.15%
6,785
+1,425
72
$699K 0.15%
2,166
-295
73
$695K 0.15%
8,555
+155
74
$690K 0.15%
14,948
75
$658K 0.14%
3,653
-154
1 2
3
4 5