GFP

Gryphon Financial Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.31%
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$2.72M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.17M

Top Sells

1
+$2.99M
2
+$1.93M
3
+$1.46M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K

Sector Composition

1 Technology 16.64%
2 Financials 7.44%
3 Healthcare 6.89%
4 Communication Services 6.82%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$529K 0.07%
16,200
-958
177
$525K 0.07%
1,201
+200
178
$515K 0.07%
1,380
+285
179
$514K 0.07%
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180
$512K 0.07%
4,291
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181
$510K 0.07%
4,215
-396
182
$500K 0.07%
1,123
+5
183
$495K 0.06%
+19,564
184
$493K 0.06%
13,409
185
$489K 0.06%
12,087
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186
$489K 0.06%
1,586
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187
$488K 0.06%
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188
$477K 0.06%
930
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189
$472K 0.06%
5,168
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190
$467K 0.06%
4,107
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191
$457K 0.06%
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192
$456K 0.06%
6,134
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193
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194
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+3,064
195
$448K 0.06%
1,256
-375
196
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5,257
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197
$444K 0.06%
1,141
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198
$441K 0.06%
6,155
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199
$434K 0.06%
6,305
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200
$433K 0.06%
1,477
+13
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