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
2801
$399 ﹤0.01%
122
2802
$397 ﹤0.01%
52
2803
$397 ﹤0.01%
12
2804
$396 ﹤0.01%
350
2805
$394 ﹤0.01%
14
2806
$391 ﹤0.01%
33
2807
$390 ﹤0.01%
21
2808
$389 ﹤0.01%
20
2809
$383 ﹤0.01%
2
2810
$382 ﹤0.01%
82
2811
$382 ﹤0.01%
9
-11
2812
$377 ﹤0.01%
21
2813
$375 ﹤0.01%
3
+1
2814
$375 ﹤0.01%
10
-40
2815
$375 ﹤0.01%
30
2816
$374 ﹤0.01%
21
2817
$372 ﹤0.01%
14
2818
$370 ﹤0.01%
18
2819
$368 ﹤0.01%
200
2820
$367 ﹤0.01%
13
2821
$367 ﹤0.01%
5
2822
$366 ﹤0.01%
8
2823
$364 ﹤0.01%
20
2824
$361 ﹤0.01%
112
2825
$358 ﹤0.01%
8