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
76
$635K 0.15%
1,242
+8
77
$629K 0.15%
1,943
-223
78
$622K 0.14%
18,748
-7,040
79
$621K 0.14%
4,783
+36
80
$611K 0.14%
3,841
+188
81
$608K 0.14%
2,762
+30
82
$607K 0.14%
11,297
+479
83
$606K 0.14%
2,990
-61
84
$585K 0.14%
10,452
-2,499
85
$584K 0.14%
18,994
+89
86
$584K 0.14%
5,512
-8
87
$559K 0.13%
13,689
-1,700
88
$555K 0.13%
2,514
-12
89
$546K 0.13%
5,658
+39
90
$544K 0.13%
1,564
-1
91
$526K 0.12%
24,868
-270
92
$526K 0.12%
8,173
-1,018
93
$520K 0.12%
2,642
-11
94
$509K 0.12%
1,743
-25
95
$490K 0.11%
1,340
+138
96
$477K 0.11%
18,046
+188
97
$476K 0.11%
2,734
+10
98
$466K 0.11%
8,135
-256
99
$465K 0.11%
5,256
+31
100
$462K 0.11%
364
-4
2 3
4
5 6