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
$1.46B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,127
New
Increased
Reduced
Closed

Top Sells

1 +$7.49M
2 +$2.99M
3 +$2.92M
4
MBB icon
iShares MBS ETF
MBB
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.69M

Sector Composition

1 Financials 10.27%
2 Technology 7.87%
3 Healthcare 4.46%
4 Consumer Discretionary 2.87%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$506 ﹤0.01%
12
2752
$504 ﹤0.01%
22
2753
$504 ﹤0.01%
+2
2754
$499 ﹤0.01%
22
2755
$495 ﹤0.01%
19
2756
$494 ﹤0.01%
37
2757
$492 ﹤0.01%
37
2758
$490 ﹤0.01%
350
2759
$489 ﹤0.01%
21
2760
0
2761
$484 ﹤0.01%
25
2762
$483 ﹤0.01%
12
2763
$482 ﹤0.01%
12
-5
2764
$482 ﹤0.01%
14
-12
2765
$479 ﹤0.01%
7
2766
$477 ﹤0.01%
17
2767
$474 ﹤0.01%
24
2768
$471 ﹤0.01%
8
2769
$471 ﹤0.01%
53
2770
$469 ﹤0.01%
18
2771
$468 ﹤0.01%
85
2772
$465 ﹤0.01%
+22
2773
$464 ﹤0.01%
4
2774
$460 ﹤0.01%
5
2775
$458 ﹤0.01%
11