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
$668M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.77M
3
+$1.73M
4
SNAP icon
Snap
SNAP
+$1.49M
5
RIVN icon
Rivian
RIVN
+$1.28M

Top Sells

1
+$717K
2
+$542K
3
+$338K
4
PATH icon
UiPath
PATH
+$295K
5
NFLX icon
Netflix
NFLX
+$269K

Sector Composition

1 Technology 15.08%
2 Healthcare 7.04%
3 Financials 6.6%
4 Industrials 6.56%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.17%
2,458
+182
77
$1.14M 0.17%
14,285
+2,167
78
$1.13M 0.17%
5,195
+386
79
$1.13M 0.17%
2,104
-7
80
$1.12M 0.17%
9,088
-47
81
$1.08M 0.16%
2,467
+339
82
$1.08M 0.16%
3,554
+622
83
$1.06M 0.16%
16,614
+628
84
$1.05M 0.16%
9,193
+1,052
85
$1.02M 0.15%
4,071
86
$1M 0.15%
36,450
87
$986K 0.15%
13,680
+3,214
88
$966K 0.14%
3,632
+310
89
$947K 0.14%
12,128
+962
90
$942K 0.14%
20,133
-577
91
$924K 0.14%
+45,180
92
$923K 0.14%
5,783
+1
93
$907K 0.14%
10,335
+943
94
$896K 0.13%
3,484
+323
95
$882K 0.13%
1,977
-178
96
$879K 0.13%
3,446
+564
97
$871K 0.13%
1,574
+163
98
$859K 0.13%
14,461
-3,289
99
$854K 0.13%
8,555
100
$843K 0.13%
4,862
+354
2 3
4
5 6