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
$430M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$888K
3
+$872K
4
PATH icon
UiPath
PATH
+$837K
5
DHR icon
Danaher
DHR
+$774K

Top Sells

1
+$10.8M
2
+$4.97M
3
+$3.76M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.92M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.13M

Sector Composition

1 Technology 8.72%
2 Healthcare 8.05%
3 Financials 6.66%
4 Communication Services 5.83%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$380K 0.08%
2,086
-82
127
$377K 0.08%
2,526
-205
128
$357K 0.08%
2,435
-72
129
$354K 0.08%
+1,806
130
$351K 0.08%
6,519
131
$348K 0.08%
16,978
-124
132
$348K 0.08%
2,775
-354
133
$345K 0.08%
13,359
+34
134
$343K 0.08%
25,006
-2,156
135
$341K 0.08%
+1,442
136
$333K 0.07%
23,936
-563
137
$333K 0.07%
+3,537
138
$328K 0.07%
16,207
139
$324K 0.07%
1,470
+11
140
$321K 0.07%
+1,385
141
$320K 0.07%
+3,185
142
$320K 0.07%
1,762
-178
143
$319K 0.07%
+3,375
144
$317K 0.07%
22,402
-1,966
145
$315K 0.07%
+2,170
146
$309K 0.07%
894
-166
147
$307K 0.07%
1,447
+72
148
$306K 0.07%
+8,632
149
$302K 0.07%
+1,019
150
$300K 0.07%
6,180
+110
4 5
6
7 8