GFP

Gryphon Financial Partners Portfolio holdings

AUM $877M
1-Year Est. Return 23.35%
This Quarter Est. Return
1 Year Est. Return
+23.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.33M
3
+$3.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
PYPL icon
PayPal
PYPL
+$1.68M

Top Sells

1
+$10.2M
2
+$4.34M
3
+$3.41M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.99M
5
SSP icon
E.W. Scripps
SSP
+$1.93M

Sector Composition

1 Healthcare 7.61%
2 Technology 6.84%
3 Financials 6.34%
4 Industrials 5.78%
5 Communication Services 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$226K 0.05%
+3,855
152
$223K 0.05%
8,250
153
$222K 0.05%
+466
154
$218K 0.05%
+1,152
155
$217K 0.05%
+4,915
156
$216K 0.05%
+1,934
157
$211K 0.05%
+918
158
$206K 0.05%
4,049
159
$206K 0.05%
+3,879
160
$202K 0.05%
+2,882
161
$200K 0.05%
+5,329
162
$164K 0.04%
+10,467
163
$114K 0.03%
+2,190
164
$44K 0.01%
+2,173
165
$44K 0.01%
+235
166
$39K 0.01%
+521
167
$38K 0.01%
+228
168
$38K 0.01%
+560
169
$23K 0.01%
+153
170
$15K ﹤0.01%
+99
171
$12K ﹤0.01%
283
-104
172
$8K ﹤0.01%
+192
173
$5K ﹤0.01%
+220
174
$4K ﹤0.01%
28
175
– –
-3,570
4 5 6
7
8