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
101
$370K 0.11%
4,156
102
$370K 0.11%
+8,437
103
$370K 0.11%
6,747
-1,937
104
$367K 0.11%
+5,968
105
$360K 0.1%
988
+213
106
$347K 0.1%
+1,266
107
$347K 0.1%
2,327
+662
108
$341K 0.1%
5,112
+4
109
$339K 0.1%
1,815
+20
110
$336K 0.1%
+1,743
111
$336K 0.1%
+2,272
112
$330K 0.1%
+3,372
113
$326K 0.09%
+1,653
114
$325K 0.09%
+1,775
115
$318K 0.09%
1
116
$316K 0.09%
+1,806
117
$313K 0.09%
8,700
118
$313K 0.09%
6,112
+20
119
$309K 0.09%
+10,683
120
$294K 0.08%
4,800
121
$291K 0.08%
+7,975
122
$283K 0.08%
+1,618
123
$278K 0.08%
+4,363
124
$264K 0.08%
+1,269
125
$254K 0.07%
2,614
-15,739