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
$403M
AUM Growth
-$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$1.82M
3
+$1.73M
4
MCD icon
McDonald's
MCD
+$298K
5
ADP icon
Automatic Data Processing
ADP
+$258K

Top Sells

1
+$26.9M
2
+$1.27M
3
+$1.02M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$834K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$455K

Sector Composition

1 Healthcare 9.22%
2 Technology 8.81%
3 Communication Services 7.06%
4 Industrials 6.37%
5 Financials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$202K 0.05%
6,356
-1,248
177
$199K 0.05%
3,369
-90
178
$196K 0.05%
4,876
179
$195K 0.05%
8,250
180
$185K 0.04%
+1,555
181
$185K 0.04%
14,088
-218
182
$178K 0.04%
2,400
+65
183
$167K 0.04%
+1,769
184
$164K 0.04%
11,839
+20
185
$151K 0.04%
13,568
+243
186
$132K 0.03%
+2,583
187
$131K 0.03%
12,340
+1,850
188
$131K 0.03%
+18,993
189
$129K 0.03%
+4,083
190
$127K 0.03%
16,207
191
$114K 0.03%
+659
192
$106K 0.03%
+695
193
$84K 0.02%
+714
194
$75K 0.02%
+585
195
$73K 0.02%
+541
196
$61K 0.01%
+609
197
$61K 0.01%
+873
198
$55K 0.01%
+848
199
$55K 0.01%
+840
200
$55K 0.01%
+784
6 7
8
9 10