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
$430M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$888K
3
+$872K
4
PATH icon
UiPath
PATH
+$837K
5
DHR icon
Danaher
DHR
+$774K

Top Sells

1
+$10.8M
2
+$4.97M
3
+$3.76M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.92M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.13M

Sector Composition

1 Technology 8.72%
2 Healthcare 8.05%
3 Financials 6.66%
4 Communication Services 5.83%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$300K 0.07%
5,135
+25
152
$297K 0.07%
+7,022
153
$297K 0.07%
1,232
-174
154
$296K 0.07%
1,510
-114
155
$285K 0.06%
2,926
-42
156
$285K 0.06%
13,954
-7,775
157
$285K 0.06%
2,270
-270
158
$280K 0.06%
1,841
-68
159
$277K 0.06%
3,787
-202
160
$276K 0.06%
3,169
+45
161
$272K 0.06%
+2,161
162
$270K 0.06%
2,090
-71
163
$269K 0.06%
+3,401
164
$266K 0.06%
+1,707
165
$264K 0.06%
+1,261
166
$262K 0.06%
4,442
-552
167
$259K 0.06%
109
-36
168
$254K 0.06%
+2,773
169
$241K 0.05%
+4,161
170
$241K 0.05%
1,041
+50
171
$238K 0.05%
8,250
172
$234K 0.05%
8,532
-17
173
$231K 0.05%
+1,608
174
$228K 0.05%
+4,867
175
$226K 0.05%
+2,599
5 6
7
8 9