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
$420M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$2.05M
3
+$1.89M
4
UPST icon
Upstart Holdings
UPST
+$1.43M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$747K

Top Sells

1
+$5.56M
2
+$1.09M
3
+$633K
4
MSFT icon
Microsoft
MSFT
+$555K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$497K

Sector Composition

1 Technology 10.69%
2 Healthcare 8.05%
3 Financials 6.64%
4 Communication Services 5.65%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$454K 0.11%
4,329
102
$449K 0.1%
3,740
+3
103
$445K 0.1%
1,088
104
$445K 0.1%
1,743
-82
105
$434K 0.1%
1,412
+173
106
$423K 0.1%
4,052
107
$420K 0.1%
5,736
-700
108
$419K 0.1%
711
-9
109
$414K 0.1%
7,090
+472
110
$403K 0.09%
11,000
111
$402K 0.09%
1,524
-119
112
$398K 0.09%
1,068
-2
113
$396K 0.09%
909
+508
114
$395K 0.09%
2,594
+576
115
$384K 0.09%
5,498
-188
116
$383K 0.09%
1,404
+24
117
$379K 0.09%
5,058
-1,906
118
$374K 0.09%
3,495
-289
119
$369K 0.09%
1,138
-131
120
$366K 0.09%
5,844
+1,731
121
$363K 0.08%
3,239
+524
122
$360K 0.08%
4,800
123
$359K 0.08%
2,617
+337
124
$357K 0.08%
11,527
125
$355K 0.08%
10,967
+601
3 4
5
6 7