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
$725M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.9M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$964K
5
MSFT icon
Microsoft
MSFT
+$802K

Top Sells

1
+$7.74M
2
+$1.7M
3
+$431K
4
NKE icon
Nike
NKE
+$423K
5
HBAN icon
Huntington Bancshares
HBAN
+$389K

Sector Composition

1 Technology 14.65%
2 Healthcare 7.19%
3 Industrials 7.15%
4 Financials 6.95%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$363K 0.05%
6,332
+1,191
202
$358K 0.05%
15,244
-5,093
203
$358K 0.05%
5,504
+1,805
204
$353K 0.05%
1,485
-4
205
$351K 0.05%
4,189
+461
206
$351K 0.05%
780
-4
207
$348K 0.05%
1,284
+60
208
$343K 0.05%
1,265
-23
209
$342K 0.05%
3,299
+535
210
$337K 0.05%
12,649
-92
211
$336K 0.05%
679
-555
212
$334K 0.05%
6,005
213
$331K 0.04%
5,085
-295
214
$324K 0.04%
776
-700
215
$321K 0.04%
30,413
+2,362
216
$312K 0.04%
2,007
-6
217
$311K 0.04%
1,540
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218
$311K 0.04%
8,250
219
$310K 0.04%
1,679
+252
220
$309K 0.04%
2,632
-145
221
$307K 0.04%
+6,300
222
$306K 0.04%
524
+74
223
$301K 0.04%
13,446
224
$300K 0.04%
11,999
225
$300K 0.04%
371
+6
7 8
9
10 11