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
$668M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$29.7M
2 +$6.77M
3 +$1.73M
4
SNAP icon
Snap
SNAP
+$1.49M
5
RIVN icon
Rivian
RIVN
+$1.28M

Top Sells

1 +$717K
2 +$542K
3 +$338K
4
PATH icon
UiPath
PATH
+$295K
5
NFLX icon
Netflix
NFLX
+$269K

Sector Composition

1 Technology 15.08%
2 Healthcare 7.04%
3 Financials 6.6%
4 Industrials 6.56%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$356K 0.05%
1,689
+616
202
$355K 0.05%
2,041
+134
203
$352K 0.05%
28,051
+34
204
$351K 0.05%
+834
205
$350K 0.05%
5,474
-257
206
$348K 0.05%
4,725
-160
207
$337K 0.05%
2,241
-122
208
$334K 0.05%
1,489
-97
209
$333K 0.05%
2,237
+923
210
$330K 0.05%
+1,475
211
$330K 0.05%
5,380
212
$330K 0.05%
5,228
-27
213
$329K 0.05%
3,242
+290
214
$314K 0.05%
4,393
+9
215
$311K 0.05%
6,005
+1,319
216
$310K 0.05%
3,396
-116
217
$307K 0.05%
6,095
218
$306K 0.05%
2,777
-84
219
$305K 0.05%
4,808
+473
220
$303K 0.05%
+784
221
$302K 0.05%
8,250
222
$301K 0.05%
1,010
+180
223
$296K 0.04%
+11,424
224
$293K 0.04%
+13,959
225
$290K 0.04%
3,722
-1,260