GFP

Gryphon Financial Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.31%
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$2.72M
3
+$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.17M

Top Sells

1
+$2.99M
2
+$1.93M
3
+$1.46M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K

Sector Composition

1 Technology 16.64%
2 Financials 7.44%
3 Healthcare 6.89%
4 Communication Services 6.82%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$433K 0.06%
+19,712
202
$432K 0.06%
+4,095
203
$430K 0.06%
1,714
+244
204
$427K 0.06%
8,879
+1,987
205
$424K 0.06%
7,811
+2,633
206
$420K 0.05%
12,424
+2,458
207
$418K 0.05%
38,563
+9,165
208
$418K 0.05%
769
+72
209
$415K 0.05%
5,010
-7,622
210
$414K 0.05%
2,391
+500
211
$409K 0.05%
10,505
+620
212
$397K 0.05%
2,166
+22
213
$390K 0.05%
4,825
+15
214
$387K 0.05%
+3,659
215
$386K 0.05%
4,800
216
$385K 0.05%
768
+48
217
$384K 0.05%
3,885
+582
218
$383K 0.05%
2,751
+796
219
$378K 0.05%
8,920
+2,800
220
$376K 0.05%
1,539
-12,238
221
$374K 0.05%
1,604
+479
222
$373K 0.05%
+10,873
223
$371K 0.05%
981
+35
224
$371K 0.05%
2,999
225
$367K 0.05%
2,302
-187
7 8
9
10 11