GFP
Gryphon Financial Partners Portfolio holdings
AUM
$766M
This Quarter Return
-4.99%
1 Year Return
+20.03%
3 Year Return
+75.89%
5 Year Return
+131.56%
10 Year Return
–
AUM
$388M
AUM Growth
+$388M
(-3.8%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
3.21%
Top 10 Holdings %
Top 10 Hldgs %
59.69%
Holding
248
New
11
Increased
100
Reduced
63
Closed
58
Top Buys
| 1 |
Huntington Bancshares
HBAN
|
$3.08M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.94M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.62M |
| 4 |
Tesla
TSLA
|
$1.5M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.43M |
Top Sells
| 1 |
Dycom Industries
DY
|
$1.64M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$660K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$447K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$391K |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$296K |
Sector Composition
| 1 | Healthcare | 8.93% |
| 2 | Technology | 8.75% |
| 3 | Financials | 6.84% |
| 4 | Communication Services | 6.49% |
| 5 | Industrials | 6.15% |
