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
$420M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$2.05M
3
+$1.89M
4
UPST icon
Upstart Holdings
UPST
+$1.43M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$747K

Top Sells

1
+$5.56M
2
+$1.09M
3
+$633K
4
MSFT icon
Microsoft
MSFT
+$555K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$497K

Sector Composition

1 Technology 10.69%
2 Healthcare 8.05%
3 Financials 6.64%
4 Communication Services 5.65%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$276K 0.06%
1,295
-39
152
$273K 0.06%
1,389
-727
153
$271K 0.06%
1,303
-41
154
$265K 0.06%
5,595
155
$261K 0.06%
4,470
-9
156
$251K 0.06%
+932
157
$250K 0.06%
1,434
+20
158
$248K 0.06%
2,037
-185
159
$246K 0.06%
4,240
+664
160
$242K 0.06%
2,655
+83
161
$239K 0.06%
+3,710
162
$237K 0.05%
+983
163
$236K 0.05%
5,282
+20
164
$232K 0.05%
8,250
165
$231K 0.05%
2,530
166
$224K 0.05%
1,802
-306
167
$223K 0.05%
+13,446
168
$221K 0.05%
+8,079
169
$214K 0.05%
4,686
170
$212K 0.05%
+4,462
171
$212K 0.05%
4,853
-4,984
172
$211K 0.05%
1,525
+4
173
$207K 0.05%
1,327
+78
174
$205K 0.05%
3,107
-144
175
$204K 0.05%
3,869
+67
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7
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