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
$323M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$3.21M
3 +$713K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$660K
5
AEP icon
American Electric Power
AEP
+$437K

Sector Composition

1 Healthcare 6.69%
2 Technology 6.52%
3 Communication Services 4.69%
4 Consumer Staples 4.34%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$330K 0.1%
14,047
102
$321K 0.1%
1,612
+7
103
$318K 0.1%
4,156
-186
104
$308K 0.1%
1,603
-372
105
$307K 0.1%
1,626
+1
106
$290K 0.09%
11,471
+336
107
$289K 0.09%
2,186
-1,063
108
$288K 0.09%
2,570
-20
109
$286K 0.09%
782
-127
110
$279K 0.09%
1,291
-868
111
$278K 0.09%
2,619
-715
112
$267K 0.08%
1
113
$262K 0.08%
5,856
-3,613
114
$254K 0.08%
4,800
115
$253K 0.08%
5,435
-4,028
116
$249K 0.08%
1,817
-744
117
$243K 0.08%
+6,418
118
$234K 0.07%
5,859
-1,875
119
$211K 0.07%
16,156
-530
120
$211K 0.07%
+4,880
121
$210K 0.07%
2,594
-1,471
122
$206K 0.06%
+3,740
123
$186K 0.06%
21,003
-5,026
124
$171K 0.05%
23,912
-7,627
125
$160K 0.05%
23,620