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
$424M
AUM Growth
+$161K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.92M
3
+$1.88M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$861K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$693K

Top Sells

1
+$1.16M
2
+$621K
3
+$543K
4
CMG icon
Chipotle Mexican Grill
CMG
+$447K
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$417K

Sector Composition

1 Technology 7.62%
2 Healthcare 7.41%
3 Financials 6.14%
4 Communication Services 5.23%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$366K 0.08%
+4,530
127
$364K 0.08%
10,700
+1,598
128
$362K 0.08%
2,731
+205
129
$357K 0.08%
17,102
+124
130
$354K 0.08%
3,129
+422
131
$344K 0.08%
2,540
-100
132
$333K 0.07%
+1,660
133
$333K 0.07%
1,624
+123
134
$321K 0.07%
4,994
+903
135
$317K 0.07%
+1,406
136
$302K 0.07%
1,459
+33
137
$300K 0.07%
3,989
+284
138
$290K 0.07%
24,368
+474
139
$282K 0.06%
2,968
+146
140
$281K 0.06%
1,375
+138
141
$279K 0.06%
6,070
+690
142
$277K 0.06%
2,161
+143
143
$276K 0.06%
9,468
-2,124
144
$274K 0.06%
1,099
+88
145
$273K 0.06%
1,909
+25
146
$262K 0.06%
5,788
147
$259K 0.06%
145
+33
148
$256K 0.06%
6,055
+572
149
$239K 0.05%
8,250
150
$237K 0.05%
8,549
-498
4 5
6
7 8