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
$430M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$888K
3
+$872K
4
PATH icon
UiPath
PATH
+$837K
5
DHR icon
Danaher
DHR
+$774K

Top Sells

1
+$10.8M
2
+$4.97M
3
+$3.76M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.92M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.13M

Sector Composition

1 Technology 8.72%
2 Healthcare 8.05%
3 Financials 6.66%
4 Communication Services 5.83%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$502K 0.11%
2,188
-40
102
$498K 0.11%
2,578
+6
103
$497K 0.11%
6,618
-666
104
$489K 0.11%
9,324
-1,795
105
$487K 0.11%
5,896
+274
106
$483K 0.11%
8,879
-175
107
$471K 0.1%
2,450
+1,215
108
$470K 0.1%
5,797
-277
109
$459K 0.1%
8,714
-3,581
110
$459K 0.1%
4,052
-186
111
$458K 0.1%
4,500
112
$457K 0.1%
3,977
-687
113
$453K 0.1%
+1,617
114
$452K 0.1%
3,108
-277
115
$442K 0.1%
+5,958
116
$434K 0.1%
10,234
-466
117
$433K 0.1%
+17,720
118
$424K 0.09%
4,985
-142
119
$423K 0.09%
9,114
+60
120
$415K 0.09%
4,800
121
$411K 0.09%
1
122
$398K 0.09%
16,807
-5,189
123
$389K 0.09%
5,341
-714
124
$387K 0.09%
7,005
-575
125
$384K 0.09%
6,521
-511
3 4
5
6 7