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
201
$46K 0.01%
+223
202
$42K 0.01%
+1,774
203
$41K 0.01%
+184
204
$40K 0.01%
+201
205
$37K 0.01%
+407
206
$33K 0.01%
+959
207
$32K 0.01%
+309
208
$31K 0.01%
+180
209
$27K 0.01%
+300
210
$26K 0.01%
+445
211
$25K 0.01%
+71
212
$14K ﹤0.01%
+390
213
$12K ﹤0.01%
+110
214
$12K ﹤0.01%
+362
215
$10K ﹤0.01%
+204
216
$9K ﹤0.01%
+163
217
$8K ﹤0.01%
+200
218
$7K ﹤0.01%
+108
219
$7K ﹤0.01%
+200
220
$7K ﹤0.01%
+200
221
$6K ﹤0.01%
+87
222
$6K ﹤0.01%
+66
223
$5K ﹤0.01%
+50
224
$5K ﹤0.01%
+56
225
$5K ﹤0.01%
+43
7 8
9
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