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
$483M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.92M
3
+$2.36M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.06M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$871K

Top Sells

1
+$3.21M
2
+$2.24M
3
+$2.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M
5
SSP icon
E.W. Scripps
SSP
+$1.21M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.27%
3 Financials 6.27%
4 Industrials 5.73%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$776K 0.16%
1,988
-1,150
77
$774K 0.16%
14,498
-928
78
$764K 0.16%
15,004
+541
79
$740K 0.15%
3,066
-794
80
$730K 0.15%
1,312
+359
81
$699K 0.14%
3,812
-1,580
82
$698K 0.14%
2,682
-509
83
$675K 0.14%
4,993
-4
84
$669K 0.14%
28,329
-17,307
85
$646K 0.13%
7,629
-139
86
$645K 0.13%
13,306
-497
87
$644K 0.13%
17,207
-406
88
$642K 0.13%
3,834
+107
89
$637K 0.13%
4,865
-30
90
$626K 0.13%
2,091
-19
91
$625K 0.13%
21,397
+6,703
92
$619K 0.13%
9,977
+254
93
$617K 0.13%
1,812
-278
94
$617K 0.13%
6,884
-1,693
95
$616K 0.13%
4,487
+217
96
$591K 0.12%
6,024
-1,705
97
$586K 0.12%
5,875
+105
98
$581K 0.12%
1,925
-349
99
$573K 0.12%
7,017
+85
100
$556K 0.11%
6,776
+105
2 3
4
5 6