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
$588M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.13M
3
+$4.95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.03M

Top Sells

1
+$33.3M
2
+$4.02M
3
+$3.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.36M
5
PG icon
Procter & Gamble
PG
+$2.29M

Sector Composition

1 Technology 14.57%
2 Healthcare 7.91%
3 Financials 7.57%
4 Industrials 6.69%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$508K 0.08%
4,052
152
$508K 0.08%
+5,843
153
$506K 0.08%
3,396
-142
154
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+3,423
155
$501K 0.08%
138
-13
156
$491K 0.08%
5,142
-1,312
157
$490K 0.08%
2,021
+225
158
$486K 0.08%
2,870
-186
159
$484K 0.08%
3,410
+1,134
160
$484K 0.08%
2,533
+139
161
$481K 0.08%
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162
$472K 0.08%
3,174
+146
163
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+2,399
164
$466K 0.08%
+1,190
165
$463K 0.08%
3,783
-2,901
166
$461K 0.08%
6,876
-2,783
167
$459K 0.08%
1,583
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168
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169
$455K 0.08%
4,982
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170
$454K 0.08%
5,731
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171
$449K 0.07%
12,525
-88,153
172
$446K 0.07%
11,770
+106
173
$446K 0.07%
3,244
-1,112
174
$439K 0.07%
10,507
+3,601
175
$434K 0.07%
4,539
5 6
7
8 9