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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
$424M
AUM Growth
+$161K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.92M
3
+$1.88M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$861K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$693K

Top Sells

1
+$1.16M
2
+$621K
3
+$543K
4
CMG icon
Chipotle Mexican Grill
CMG
+$447K
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$417K

Sector Composition

1 Technology 7.62%
2 Healthcare 7.41%
3 Financials 6.14%
4 Communication Services 5.23%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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