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
$195M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1 +$26.6M
2 +$669K
3 +$622K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$266K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$215K

Sector Composition

1 Industrials 11.73%
2 Healthcare 10.12%
3 Consumer Staples 5.99%
4 Energy 5.35%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
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1027
$0 ﹤0.01%
12
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$0 ﹤0.01%
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1035
$0 ﹤0.01%
3
1036
$0 ﹤0.01%
+15
1037
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1038
$0 ﹤0.01%
2
1039
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1040
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1041
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1042
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1043
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1044
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1045
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