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
$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
in Stake 		Capital Flow
151
$2K ﹤0.01%
+32
152
– –
-1,844
153
– –
-9,946
154
– –
-94
155
– –
0
156
– –
-30
157
– –
-5,174
158
– –
-9,467
159
– –
-10,760
160
– –
-11,384
161
– –
-10,930
162
– –
-13,107
163
– –
-5,848
164
– –
-7,517
165
– –
-52
166
– –
-5,287
167
– –
-1,261
168
– –
-3,263
169
– –
-1,135
170
– –
-7,443
171
– –
-6,318
172
– –
-57
173
– –
-232
174
– –
-235
175
– –
-132
4 5 6
7
8