GFP

Gryphon Financial Partners Portfolio holdings

AUM $877M
1-Year Est. Return 23.35%
This Quarter Est. Return
1 Year Est. Return
+23.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.13M
3
+$4.95M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.03M

Top Sells

1
+$33.3M
2
+$4.02M
3
+$3.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.36M
5
PG icon
Procter & Gamble
PG
+$2.29M

Sector Composition

1 Technology 14.57%
2 Healthcare 7.91%
3 Financials 7.57%
4 Industrials 6.69%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$332K 0.06%
3,512
-115
202
$322K 0.05%
1,817
-609
203
$319K 0.05%
1,549
-60
204
$319K 0.05%
2,363
-1,836
205
$318K 0.05%
+1,907
206
$315K 0.05%
1,219
-43
207
$309K 0.05%
6,095
+355
208
$295K 0.05%
+13,029
209
$294K 0.05%
5,138
-345
210
$290K 0.05%
8,250
211
$290K 0.05%
2,861
-47
212
$289K 0.05%
2,530
-172
213
$278K 0.05%
4,054
+225
214
$277K 0.05%
2,702
-1,702
215
$275K 0.05%
+1,783
216
$274K 0.05%
4,335
-11,226
217
$274K 0.05%
+488
218
$270K 0.05%
+2,952
219
$270K 0.04%
2,018
+160
220
$263K 0.04%
366
-124
221
$263K 0.04%
1,976
-284
222
$259K 0.04%
+4,420
223
$258K 0.04%
4,765
-470
224
$258K 0.04%
23,620
225
$255K 0.04%
4,686
7 8
9
10 11