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Gryphon Financial Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$2.2M
3
+$2.01M
4
AMZN icon
Amazon
AMZN
+$2M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$746K

Top Sells

1
+$5.79M
2
+$1.09M
3
+$633K
4
MSFT icon
Microsoft
MSFT
+$581K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$516K

Sector Composition

1 Technology 10.69%
2 Healthcare 8.05%
3 Financials 6.64%
4 Communication Services 5.65%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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