GFP

Gryphon Financial Partners Portfolio holdings

AUM $877M
1-Year Est. Return 23.35%
This Quarter Est. Return
1 Year Est. Return
+23.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.33M
3
+$3.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
PYPL icon
PayPal
PYPL
+$1.68M

Top Sells

1
+$10.2M
2
+$4.34M
3
+$3.41M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.99M
5
SSP icon
E.W. Scripps
SSP
+$1.93M

Sector Composition

1 Healthcare 7.61%
2 Technology 6.84%
3 Financials 6.34%
4 Industrials 5.78%
5 Communication Services 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.11%
4,238
+186
102
$452K 0.1%
4,044
-512
103
$448K 0.1%
3,528
+124
104
$447K 0.1%
15,750
+2,050
105
$430K 0.1%
6,519
-2,200
106
$423K 0.1%
2,135
+15
107
$421K 0.1%
8,139
+267
108
$420K 0.1%
4,800
109
$420K 0.1%
11,592
+2,377
110
$416K 0.09%
23,936
111
$413K 0.09%
4,500
112
$412K 0.09%
8,160
+1,155
113
$411K 0.09%
2,613
+17
114
$408K 0.09%
17,858
-569
115
$407K 0.09%
1,898
+10
116
$406K 0.09%
16,978
+81
117
$391K 0.09%
13,359
+34
118
$389K 0.09%
2,411
+52
119
$386K 0.09%
1
120
$386K 0.09%
5,129
+112
121
$381K 0.09%
8,418
+234
122
$365K 0.08%
+6,156
123
$358K 0.08%
2,640
+30
124
$357K 0.08%
5,483
-222
125
$352K 0.08%
9,102
+468
3 4
5
6 7