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
$347M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.07M
3
+$1.06M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
GS icon
Goldman Sachs
GS
+$807K

Top Sells

1
+$2.78M
2
+$2.6M
3
+$2.45M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.44M
5
MDT icon
Medtronic
MDT
+$1.53M

Sector Composition

1 Healthcare 6.1%
2 Consumer Staples 4.79%
3 Communication Services 4.76%
4 Financials 4.22%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$252K 0.07%
+1,554
127
$250K 0.07%
13,432
+6,620
128
$245K 0.07%
+1,449
129
$243K 0.07%
1,545
130
$241K 0.07%
+981
131
$234K 0.07%
13,825
+742
132
$232K 0.07%
6,297
+621
133
$230K 0.07%
+6,169
134
$227K 0.07%
+3,165
135
$227K 0.07%
2,452
+23
136
$224K 0.06%
9,273
+228
137
$224K 0.06%
+4,846
138
$218K 0.06%
10,509
+49
139
$213K 0.06%
4,448
+793
140
$206K 0.06%
+5,700
141
$205K 0.06%
+1,552
142
$205K 0.06%
+2,375
143
$201K 0.06%
+1,577
144
$197K 0.06%
+2,407
145
$172K 0.05%
1,705
146
$165K 0.05%
+466
147
$156K 0.04%
+2,400
148
$102K 0.03%
+934
149
$76K 0.02%
+1,152
150
$8K ﹤0.01%
+222
4 5
6
7 8