GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,528
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$13.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$11.2M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.72M

Top Sells

1
+$9.11M
2
+$7.26M
3
+$5.33M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.39M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.08M

Sector Composition

1 Technology 9.2%
2 Financials 8.63%
3 Healthcare 3.96%
4 Consumer Discretionary 2.88%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$2.96K ﹤0.01%
50
2527
$2.96K ﹤0.01%
53
+21
2528
$2.9K ﹤0.01%
+50
2529
$2.89K ﹤0.01%
+80
2530
$2.89K ﹤0.01%
428
-71
2531
$2.89K ﹤0.01%
21
-14
2532
$2.89K ﹤0.01%
300
2533
$2.88K ﹤0.01%
+500
2534
$2.88K ﹤0.01%
24
+23
2535
$2.87K ﹤0.01%
552
-191
2536
$2.87K ﹤0.01%
289
2537
$2.86K ﹤0.01%
20
2538
$2.84K ﹤0.01%
39
2539
$2.84K ﹤0.01%
2,000
2540
$2.83K ﹤0.01%
135
+58
2541
$2.83K ﹤0.01%
244
2542
$2.83K ﹤0.01%
120
+28
2543
$2.82K ﹤0.01%
55
+29
2544
$2.81K ﹤0.01%
186
+78
2545
$2.8K ﹤0.01%
+350
2546
$2.78K ﹤0.01%
300
2547
$2.78K ﹤0.01%
180
+9
2548
$2.76K ﹤0.01%
76
+17
2549
$2.75K ﹤0.01%
250
2550
$2.74K ﹤0.01%
74
100 101
102
103 104