GFP

Gryphon Financial Partners Portfolio holdings

AUM $877M
1-Year Est. Return 23.35%
This Quarter Est. Return
1 Year Est. Return
+23.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.13M
3
+$4.95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.03M

Top Sells

1
+$33.3M
2
+$4.02M
3
+$3.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.36M
5
PG icon
Procter & Gamble
PG
+$2.29M

Sector Composition

1 Technology 14.57%
2 Healthcare 7.91%
3 Financials 7.57%
4 Industrials 6.69%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.31%
6,524
+632
52
$1.79M 0.3%
41,366
-9,173
53
$1.79M 0.3%
+18,868
54
$1.77M 0.29%
8,430
+1,266
55
$1.74M 0.29%
42,365
+1,133
56
$1.6M 0.27%
3,176
-385
57
$1.5M 0.25%
8,546
-176
58
$1.5M 0.25%
8,372
-47
59
$1.5M 0.25%
8,556
+451
60
$1.41M 0.23%
12,242
-17
61
$1.37M 0.23%
8,344
+2,184
62
$1.32M 0.22%
6,454
+1,070
63
$1.31M 0.22%
1,722
+341
64
$1.28M 0.21%
5,997
+1,227
65
$1.28M 0.21%
25,578
+2,514
66
$1.24M 0.21%
24,733
+4,508
67
$1.18M 0.2%
8,439
-6,543
68
$1.18M 0.2%
19,636
-257
69
$1.17M 0.2%
2,111
+1,330
70
$1.17M 0.2%
9,135
-7
71
$1.14M 0.19%
36,450
72
$1.12M 0.19%
3,954
+270
73
$1.1M 0.18%
4,809
+476
74
$1.08M 0.18%
40,000
-10,000
75
$1.06M 0.18%
4,071
-103
1 2
3
4 5