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
$337M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$491K
3 +$448K
4
TSLA icon
Tesla
TSLA
+$420K
5
DIS icon
Walt Disney
DIS
+$393K

Sector Composition

1 Technology 7.5%
2 Healthcare 7.45%
3 Communication Services 5.34%
4 Consumer Staples 4.77%
5 Financials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-689
152
-500
153
-52
154
-22,906
155
-6,418
156
-9,079