GFP

Gryphon Financial Partners Portfolio holdings

AUM $877M
1-Year Est. Return 23.35%
This Quarter Est. Return
1 Year Est. Return
+23.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.33M
3
+$3.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
PYPL icon
PayPal
PYPL
+$1.68M

Top Sells

1
+$10.2M
2
+$4.34M
3
+$3.41M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.99M
5
SSP icon
E.W. Scripps
SSP
+$1.93M

Sector Composition

1 Healthcare 7.61%
2 Technology 6.84%
3 Financials 6.34%
4 Industrials 5.78%
5 Communication Services 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$350K 0.08%
2,057
+39
127
$339K 0.08%
919
-19
128
$330K 0.08%
1,501
-6
129
$325K 0.07%
2,526
-912
130
$323K 0.07%
+2,350
131
$320K 0.07%
2,707
-270
132
$306K 0.07%
+5,483
133
$303K 0.07%
4,043
+303
134
$292K 0.07%
23,894
+1,017
135
$289K 0.07%
1,426
-3
136
$284K 0.06%
1,884
+12
137
$281K 0.06%
3,705
-117
138
$279K 0.06%
1,232
-141
139
$276K 0.06%
25,846
+8,291
140
$272K 0.06%
2,822
+140
141
$269K 0.06%
1,237
+21
142
$269K 0.06%
+5,788
143
$267K 0.06%
2,018
+90
144
$261K 0.06%
112
+1
145
$257K 0.06%
4,091
+30
146
$252K 0.06%
1,011
+40
147
$250K 0.06%
+982
148
$249K 0.06%
5,380
-20
149
$231K 0.05%
+9,047
150
$230K 0.05%
+4,683
4 5
6
7 8