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
$725M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.9M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$964K
5
MSFT icon
Microsoft
MSFT
+$802K

Top Sells

1
+$7.74M
2
+$1.7M
3
+$431K
4
NKE icon
Nike
NKE
+$423K
5
HBAN icon
Huntington Bancshares
HBAN
+$389K

Sector Composition

1 Technology 14.65%
2 Healthcare 7.19%
3 Industrials 7.15%
4 Financials 6.95%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$611K 0.08%
985
-40
152
$608K 0.08%
3,374
+124
153
$596K 0.08%
265,645
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154
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1,126
-20
155
$586K 0.08%
1,157
+257
156
$583K 0.08%
5,059
+393
157
$577K 0.08%
137
158
$574K 0.08%
1,577
+2
159
$571K 0.08%
2,585
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160
$569K 0.08%
5,334
+22
161
$553K 0.07%
5,843
+1
162
$551K 0.07%
15,967
-1,525
163
$544K 0.07%
573
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164
$536K 0.07%
2,741
+16
165
$535K 0.07%
1,189
166
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167
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168
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169
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3,176
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170
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171
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172
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1,698
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173
$487K 0.07%
1,348
-10
174
$486K 0.07%
2,151
175
$481K 0.06%
6,159
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7
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