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
176
$428K 0.07%
513
+77
177
$413K 0.07%
1,154
-22
178
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1,994
-51
179
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4,800
181
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5,078
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182
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3,845
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183
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184
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185
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186
$373K 0.06%
3,152
187
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188
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189
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190
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2,349
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191
$360K 0.06%
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195
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196
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197
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925
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198
$334K 0.06%
1,313
-128
199
$333K 0.06%
5,380
200
$333K 0.06%
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