GRP

Global Retirement Partners Portfolio holdings

AUM $4.04B
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
2701
$2.25K ﹤0.01%
63
2702
$2.25K ﹤0.01%
59
2703
$2.24K ﹤0.01%
46
2704
$2.24K ﹤0.01%
62
-268
2705
$2.23K ﹤0.01%
85
2706
$2.23K ﹤0.01%
25
2707
$2.22K ﹤0.01%
+33
2708
$2.21K ﹤0.01%
+100
2709
$2.21K ﹤0.01%
82
2710
$2.2K ﹤0.01%
206
2711
$2.19K ﹤0.01%
460
2712
$2.18K ﹤0.01%
45
2713
$2.18K ﹤0.01%
16
2714
$2.18K ﹤0.01%
328
+4
2715
$2.17K ﹤0.01%
94
2716
$2.17K ﹤0.01%
65
2717
$2.16K ﹤0.01%
45
2718
$2.16K ﹤0.01%
117
2719
$2.16K ﹤0.01%
25
-1,538
2720
$2.15K ﹤0.01%
36
2721
$2.15K ﹤0.01%
11
+6
2722
$2.14K ﹤0.01%
50
2723
$2.14K ﹤0.01%
485
2724
$2.14K ﹤0.01%
333
2725
$2.13K ﹤0.01%
79