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
$725M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.9M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$964K
5
MSFT icon
Microsoft
MSFT
+$802K

Top Sells

1
+$7.74M
2
+$1.7M
3
+$431K
4
NKE icon
Nike
NKE
+$423K
5
HBAN icon
Huntington Bancshares
HBAN
+$389K

Sector Composition

1 Technology 14.65%
2 Healthcare 7.19%
3 Industrials 7.15%
4 Financials 6.95%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$733K 0.1%
11,120
+66
127
$732K 0.1%
7,518
+414
128
$731K 0.1%
2,114
-5
129
$729K 0.1%
6,995
+27
130
$728K 0.1%
14,948
131
$727K 0.1%
2,407
-2
132
$724K 0.1%
353
-23
133
$715K 0.1%
26,798
-186
134
$711K 0.1%
2,803
+137
135
$688K 0.09%
14,375
+1,468
136
$684K 0.09%
10,567
137
$681K 0.09%
5,150
-451
138
$672K 0.09%
13,409
139
$658K 0.09%
3,323
-18
140
$650K 0.09%
1,250
-18
141
$645K 0.09%
8,260
-530
142
$644K 0.09%
16,227
+789
143
$641K 0.09%
5,864
+336
144
$635K 0.09%
3,867
+265
145
$631K 0.09%
2,539
-185
146
$629K 0.09%
18,723
+353
147
$627K 0.08%
4,733
-22
148
$620K 0.08%
2,082
+142
149
$615K 0.08%
2,684
-2
150
$614K 0.08%
1,250
-201
4 5
6
7 8