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
$554M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.3M
3
+$3.72M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.23M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.84M

Top Sells

1
+$1.7M
2
+$1.38M
3
+$629K
4
COP icon
ConocoPhillips
COP
+$622K
5
SHEL icon
Shell
SHEL
+$526K

Sector Composition

1 Technology 11.37%
2 Healthcare 7.93%
3 Financials 7.34%
4 Communication Services 6.82%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$258K 0.05%
+1,021
202
$249K 0.04%
1,609
+84
203
$249K 0.04%
2,908
+768
204
$248K 0.04%
5,483
+201
205
$245K 0.04%
4,686
206
$241K 0.04%
557
+100
207
$240K 0.04%
+2,516
208
$237K 0.04%
+2,294
209
$231K 0.04%
+1,608
210
$230K 0.04%
+769
211
$228K 0.04%
+1,412
212
$225K 0.04%
+2,850
213
$224K 0.04%
+1,219
214
$221K 0.04%
3,829
-40
215
$219K 0.04%
+3,341
216
$217K 0.04%
+5,188
217
$214K 0.04%
1,875
-5,437
218
$214K 0.04%
+1,262
219
$213K 0.04%
+2,734
220
$211K 0.04%
+865
221
$209K 0.04%
23,620
222
$203K 0.04%
1,127
+67
223
$202K 0.04%
+2,446
224
$202K 0.04%
+2,336
225
$201K 0.04%
+3,108
6 7 8
9
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