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
$323M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$3.21M
3 +$713K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$660K
5
AEP icon
American Electric Power
AEP
+$437K

Sector Composition

1 Healthcare 6.69%
2 Technology 6.52%
3 Communication Services 4.69%
4 Consumer Staples 4.34%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,740
152
-5,300
153
-12,789
154
-5,082
155
-7,944
156
-2,217
157
-40
158
-6,804