GFP

Gryphon Financial Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.31%
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$2.72M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.17M

Top Sells

1
+$2.99M
2
+$1.93M
3
+$1.46M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K

Sector Composition

1 Technology 16.64%
2 Financials 7.44%
3 Healthcare 6.89%
4 Communication Services 6.82%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.31%
16,592
+1,558
52
$2.27M 0.3%
7,281
+700
53
$2.23M 0.29%
16,809
+508
54
$2.13M 0.28%
8,282
+1,689
55
$2.02M 0.26%
3,654
+469
56
$2M 0.26%
9,797
+2,632
57
$2M 0.26%
33,396
+2,032
58
$2M 0.26%
35,003
+2,665
59
$1.98M 0.26%
14,542
+3,783
60
$1.96M 0.26%
10,799
-3,250
61
$1.92M 0.25%
27,677
+2,705
62
$1.86M 0.24%
297,780
63
$1.83M 0.24%
20,580
+13,109
64
$1.8M 0.23%
7,857
+318
65
$1.78M 0.23%
25,668
+4,943
66
$1.76M 0.23%
8,060
-204
67
$1.67M 0.22%
85,350
-19,020
68
$1.67M 0.22%
7,355
+2,233
69
$1.66M 0.22%
7,107
-383
70
$1.65M 0.22%
12,213
-21
71
$1.63M 0.21%
2,450
-1,632
72
$1.61M 0.21%
7,840
+855
73
$1.59M 0.21%
8,179
-448
74
$1.57M 0.2%
43,925
-4,383
75
$1.53M 0.2%
6,454
+418
1 2
3
4 5