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
2776
$1.48K ﹤0.01%
19
-2
2777
$1.48K ﹤0.01%
+3
2778
$1.48K ﹤0.01%
16
2779
$1.48K ﹤0.01%
25
+5
2780
$1.47K ﹤0.01%
210
2781
$1.47K ﹤0.01%
48
2782
$1.45K ﹤0.01%
26
-11
2783
$1.45K ﹤0.01%
100
2784
$1.44K ﹤0.01%
117
2785
$1.44K ﹤0.01%
22
+10
2786
$1.44K ﹤0.01%
15
+2
2787
$1.43K ﹤0.01%
+17
2788
$1.42K ﹤0.01%
17
2789
$1.42K ﹤0.01%
35
+7
2790
$1.41K ﹤0.01%
164
2791
$1.41K ﹤0.01%
21
2792
$1.41K ﹤0.01%
+24
2793
$1.4K ﹤0.01%
2
2794
$1.4K ﹤0.01%
433
2795
$1.39K ﹤0.01%
57
2796
$1.39K ﹤0.01%
21
+6
2797
$1.39K ﹤0.01%
187
2798
$1.38K ﹤0.01%
102
2799
$1.38K ﹤0.01%
170
2800
$1.37K ﹤0.01%
36
+5
110 111
112
113 114