GFP

Gryphon Financial Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.31%
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.07M
3
+$1.06M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
GS icon
Goldman Sachs
GS
+$807K

Top Sells

1
+$2.78M
2
+$2.6M
3
+$2.45M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.44M
5
MDT icon
Medtronic
MDT
+$1.53M

Sector Composition

1 Healthcare 6.1%
2 Consumer Staples 4.79%
3 Communication Services 4.76%
4 Financials 4.22%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
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