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
$725M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.9M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$964K
5
MSFT icon
Microsoft
MSFT
+$802K

Top Sells

1
+$7.74M
2
+$1.7M
3
+$431K
4
NKE icon
Nike
NKE
+$423K
5
HBAN icon
Huntington Bancshares
HBAN
+$389K

Sector Composition

1 Technology 14.65%
2 Healthcare 7.19%
3 Industrials 7.15%
4 Financials 6.95%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$925K 0.13%
12,309
+3,606
102
$915K 0.12%
3,345
-139
103
$881K 0.12%
6,979
+731
104
$869K 0.12%
1,869
+316
105
$861K 0.12%
5,036
+842
106
$851K 0.12%
7,024
+117
107
$839K 0.11%
29,004
+7,906
108
$834K 0.11%
20,102
+1,420
109
$823K 0.11%
3,386
+50
110
$809K 0.11%
3,174
-131
111
$799K 0.11%
2,875
+75
112
$790K 0.11%
17,595
-243
113
$787K 0.11%
2,376
+245
114
$786K 0.11%
3,190
+471
115
$781K 0.11%
4,498
-178
116
$781K 0.11%
35,485
+4,789
117
$777K 0.11%
1,986
+109
118
$776K 0.1%
13,738
-723
119
$772K 0.1%
6,585
-1,038
120
$770K 0.1%
924
+203
121
$765K 0.1%
2,901
+11
122
$759K 0.1%
3,241
+484
123
$745K 0.1%
3,061
-40
124
$742K 0.1%
6,708
+48
125
$734K 0.1%
+1,161
3 4
5
6 7