GFP

Gryphon Financial Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.31%
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$2.72M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.17M

Top Sells

1
+$2.99M
2
+$1.93M
3
+$1.46M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K

Sector Composition

1 Technology 16.64%
2 Financials 7.44%
3 Healthcare 6.89%
4 Communication Services 6.82%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.14%
1,014
+298
102
$1.05M 0.14%
2,700
+300
103
$1.03M 0.13%
3,287
+339
104
$990K 0.13%
7,141
-1,230
105
$977K 0.13%
29,088
+517
106
$967K 0.13%
19,286
+22
107
$959K 0.13%
9,127
+1,143
108
$955K 0.12%
1,681
+541
109
$953K 0.12%
+38,848
110
$951K 0.12%
3,120
-121
111
$948K 0.12%
11,980
-3,916
112
$935K 0.12%
5,134
+351
113
$934K 0.12%
45,180
114
$922K 0.12%
4,332
+1,334
115
$916K 0.12%
18,522
+940
116
$907K 0.12%
3,653
117
$896K 0.12%
8,343
+3,656
118
$891K 0.12%
+11,052
119
$883K 0.12%
2,473
+346
120
$874K 0.11%
6,157
+2,505
121
$870K 0.11%
10,423
+586
122
$868K 0.11%
7,359
+1,201
123
$868K 0.11%
3,052
124
$863K 0.11%
29,834
+596
125
$853K 0.11%
3,079
-8
3 4
5
6 7