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
$420M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$2.05M
3
+$1.89M
4
UPST icon
Upstart Holdings
UPST
+$1.43M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$747K

Top Sells

1
+$5.56M
2
+$1.09M
3
+$633K
4
MSFT icon
Microsoft
MSFT
+$555K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$497K

Sector Composition

1 Technology 10.69%
2 Healthcare 8.05%
3 Financials 6.64%
4 Communication Services 5.65%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$353K 0.08%
2,331
-6
127
$345K 0.08%
2,387
+406
128
$345K 0.08%
3,136
-66
129
$345K 0.08%
4,558
+58
130
$339K 0.08%
4,539
131
$336K 0.08%
22,383
-4,100
132
$332K 0.08%
3,424
-472
133
$331K 0.08%
878
+84
134
$329K 0.08%
4,756
+3,432
135
$328K 0.08%
3,625
+2
136
$325K 0.08%
1,066
-68
137
$321K 0.07%
104
138
$320K 0.07%
+1,731
139
$319K 0.07%
828
+2
140
$315K 0.07%
2,247
-7
141
$313K 0.07%
3,424
-566
142
$312K 0.07%
25,114
-48
143
$306K 0.07%
11,431
-60
144
$299K 0.07%
23,620
-69
145
$291K 0.07%
5,380
146
$288K 0.07%
2,797
+5
147
$287K 0.07%
1,758
+13
148
$282K 0.07%
1,386
+36
149
$281K 0.07%
3,444
-1,676
150
$279K 0.06%
1,861
-285
4 5
6
7 8