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
$2.68B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,515
New
Increased
Reduced
Closed

Top Sells

1 +$15.7M
2 +$10.1M
3 +$6.58M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.01M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 8.89%
2 Financials 8.4%
3 Healthcare 3.85%
4 Consumer Discretionary 2.87%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$3.38K ﹤0.01%
257
2552
$3.38K ﹤0.01%
194
+1
2553
$3.36K ﹤0.01%
3,000
2554
$3.35K ﹤0.01%
54
2555
$3.3K ﹤0.01%
295
2556
$3.3K ﹤0.01%
97
-8
2557
$3.26K ﹤0.01%
+70
2558
$3.23K ﹤0.01%
167
+69
2559
$3.21K ﹤0.01%
74
2560
$3.18K ﹤0.01%
130
2561
$3.18K ﹤0.01%
42
+2
2562
$3.18K ﹤0.01%
67
2563
$3.18K ﹤0.01%
+21
2564
$3.16K ﹤0.01%
265
-37
2565
$3.16K ﹤0.01%
14
+5
2566
$3.16K ﹤0.01%
38
+13
2567
$3.15K ﹤0.01%
50
2568
$3.15K ﹤0.01%
365
2569
$3.15K ﹤0.01%
156
+29
2570
$3.15K ﹤0.01%
606
2571
$3.14K ﹤0.01%
+86
2572
$3.14K ﹤0.01%
39
2573
$3.13K ﹤0.01%
8
+3
2574
$3.12K ﹤0.01%
32
2575
$3.12K ﹤0.01%
25