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
$420M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$2.05M
3
+$1.89M
4
UPST icon
Upstart Holdings
UPST
+$1.43M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$747K

Top Sells

1
+$5.56M
2
+$1.09M
3
+$633K
4
MSFT icon
Microsoft
MSFT
+$555K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$497K

Sector Composition

1 Technology 10.69%
2 Healthcare 8.05%
3 Financials 6.64%
4 Communication Services 5.65%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.25%
36,450
52
$1.05M 0.24%
1,947
-33
53
$985K 0.23%
1,762
+3
54
$918K 0.21%
9,141
+4
55
$914K 0.21%
22,312
-4,056
56
$876K 0.2%
7,312
+527
57
$840K 0.2%
9,527
-2,142
58
$839K 0.19%
2,341
+46
59
$824K 0.19%
8,617
-177
60
$810K 0.19%
14,948
61
$779K 0.18%
2,957
+148
62
$773K 0.18%
7,509
-238
63
$757K 0.18%
4,470
+91
64
$747K 0.17%
+6,764
65
$735K 0.17%
2,432
+104
66
$727K 0.17%
3,092
67
$717K 0.17%
9,527
-660
68
$698K 0.16%
3,257
-154
69
$693K 0.16%
1,368
-5
70
$690K 0.16%
19,423
+201
71
$687K 0.16%
8,555
72
$670K 0.16%
+12,564
73
$669K 0.16%
3,436
-38
74
$668K 0.16%
8,050
+690
75
$651K 0.15%
6,276
-4,093
1 2
3
4 5