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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
$388M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$1.62M
3
+$1.12M
4
RJF icon
Raymond James Financial
RJF
+$932K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$908K

Top Sells

1
+$1.64M
2
+$660K
3
+$447K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$391K
5
ACWI icon
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%
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