GFP
Gryphon Financial Partners Portfolio holdings
AUM
$766M
This Quarter Return
+4.24%
1 Year Return
+20.03%
3 Year Return
+75.89%
5 Year Return
+131.56%
10 Year Return
–
AUM
$347M
AUM Growth
+$347M
(+2.5%)
Cap. Flow
-$2.85M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
63.39%
Holding
176
New
44
Increased
59
Reduced
33
Closed
24
Top Buys
| 1 |
Microsoft
MSFT
|
$1.41M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.07M |
| 3 |
Citigroup
C
|
$1.07M |
| 4 |
Amazon
AMZN
|
$1.05M |
| 5 |
Goldman Sachs
GS
|
$807K |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.78M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.6M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.45M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$2.44M |
| 5 |
Medtronic
MDT
|
$1.53M |
Sector Composition
| 1 | Healthcare | 6.1% |
| 2 | Consumer Staples | 4.79% |
| 3 | Communication Services | 4.76% |
| 4 | Financials | 4.22% |
| 5 | Technology | 3.9% |