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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
$387M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.43M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$697K
5
AMZN icon
Amazon
AMZN
+$658K

Top Sells

1
+$8.79M
2
+$727K
3
+$694K
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$684K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$667K

Sector Composition

1 Healthcare 7.43%
2 Technology 7.3%
3 Communication Services 5.38%
4 Industrials 4.82%
5 Financials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
+28
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153
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-10,107
154
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155
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-14,080
156
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-12,078
157
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-6,802
158
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-13,620
159
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-6,601
160
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-5,536
161
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-2,953
3 4 5 6
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