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
$483M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.92M
3
+$2.36M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.06M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$871K

Top Sells

1
+$3.21M
2
+$2.24M
3
+$2.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.55M
5
SSP icon
E.W. Scripps
SSP
+$1.21M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.27%
3 Financials 6.27%
4 Industrials 5.73%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$312K 0.06%
2,804
+21
152
$309K 0.06%
16,897
-215
153
$309K 0.06%
2,024
+16
154
$307K 0.06%
4,200
+71
155
$305K 0.06%
5,146
-2,334
156
$301K 0.06%
1,215
-21
157
$299K 0.06%
3,604
-16
158
$296K 0.06%
9,350
+78
159
$284K 0.06%
+3,284
160
$283K 0.06%
842
+58
161
$283K 0.06%
381
-294
162
$275K 0.06%
2,211
-126
163
$269K 0.05%
11,819
+170
164
$263K 0.05%
1,347
-104
165
$262K 0.05%
2,635
+136
166
$254K 0.05%
796
+58
167
$250K 0.05%
1,030
-10
168
$240K 0.05%
3,459
-8,516
169
$239K 0.05%
8,250
170
$238K 0.05%
+573
171
$237K 0.05%
484
+18
172
$233K 0.05%
1,157
+65
173
$233K 0.05%
+13,047
174
$232K 0.05%
2,122
+633
175
$229K 0.05%
5,595
5 6
7
8 9