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
$337M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$491K
3 +$448K
4
TSLA icon
Tesla
TSLA
+$420K
5
DIS icon
Walt Disney
DIS
+$393K

Sector Composition

1 Technology 7.5%
2 Healthcare 7.45%
3 Communication Services 5.34%
4 Consumer Staples 4.77%
5 Financials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$393K 0.12%
+3,145
102
$387K 0.11%
1,014
+232
103
$387K 0.11%
8,328
+2,469
104
$386K 0.11%
3,400
+781
105
$381K 0.11%
3,385
106
$379K 0.11%
1,288
-3
107
$355K 0.1%
4,500
108
$351K 0.1%
4,342
+186
109
$350K 0.1%
4,449
+18
110
$341K 0.1%
8,645
+3,210
111
$338K 0.1%
+2,143
112
$333K 0.1%
+2,001
113
$330K 0.1%
11,173
-298
114
$322K 0.1%
1,619
+7
115
$320K 0.09%
1
116
$306K 0.09%
+2,300
117
$305K 0.09%
3,890
+1,296
118
$302K 0.09%
+2,903
119
$298K 0.09%
+1,514
120
$289K 0.09%
2,590
+20
121
$284K 0.08%
+1,288
122
$282K 0.08%
+4,665
123
$279K 0.08%
4,800
124
$278K 0.08%
+4,755
125
$273K 0.08%
+9,404