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
$483M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.92M
3
+$2.36M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.06M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$871K

Top Sells

1
+$3.21M
2
+$2.24M
3
+$2.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M
5
SSP icon
E.W. Scripps
SSP
+$1.21M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.27%
3 Financials 6.27%
4 Industrials 5.73%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$427K 0.09%
1,562
+3
127
$427K 0.09%
4,800
-3
128
$420K 0.09%
4,977
-182
129
$411K 0.08%
6,520
+110
130
$406K 0.08%
12,850
-2,800
131
$399K 0.08%
2,517
+24
132
$396K 0.08%
1,521
-74
133
$387K 0.08%
1,554
+2
134
$383K 0.08%
1,801
-328
135
$382K 0.08%
1,402
-369
136
$380K 0.08%
6,585
137
$380K 0.08%
3,488
-868
138
$378K 0.08%
+565
139
$377K 0.08%
2,873
-111
140
$350K 0.07%
6,497
-22
141
$350K 0.07%
20,684
-706
142
$346K 0.07%
3,116
+256
143
$346K 0.07%
4,526
-13
144
$337K 0.07%
1,178
+94
145
$333K 0.07%
7,604
+234
146
$333K 0.07%
1,822
-300
147
$328K 0.07%
3,861
-35
148
$323K 0.07%
23,936
-48
149
$321K 0.07%
12,790
-10,289
150
$315K 0.06%
+3,137
4 5
6
7 8