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
$347M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$1.07M
3 +$1.06M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
GS icon
Goldman Sachs
GS
+$807K

Top Sells

1 +$2.78M
2 +$2.6M
3 +$2.45M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.44M
5
MDT icon
Medtronic
MDT
+$1.53M

Sector Composition

1 Healthcare 6.1%
2 Consumer Staples 4.79%
3 Communication Services 4.76%
4 Financials 4.22%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$524K 0.15%
8,505
-108
77
$515K 0.15%
5,997
-6,789
78
$515K 0.15%
+19,403
79
$513K 0.15%
+4,483
80
$487K 0.14%
7,987
+2,708
81
$486K 0.14%
19,965
+354
82
$478K 0.14%
7,779
83
$467K 0.13%
29,893
+44
84
$466K 0.13%
+1,302
85
$464K 0.13%
+920
86
$457K 0.13%
2,692
+5
87
$439K 0.13%
+2,262
88
$411K 0.12%
3,143
+946
89
$410K 0.12%
3,515
90
$402K 0.12%
+10,424
91
$397K 0.11%
2,165
-7
92
$393K 0.11%
4,500
93
$391K 0.11%
1,716
-831
94
$385K 0.11%
+3,392
95
$379K 0.11%
1,382
-10
96
$379K 0.11%
7,691
-179
97
$378K 0.11%
2,915
98
$377K 0.11%
3,724
+1,210
99
$372K 0.11%
+1,013
100
$371K 0.11%
+3,559