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
2826
$358 ﹤0.01%
3
2827
$356 ﹤0.01%
19
+3
2828
$356 ﹤0.01%
+550
2829
$352 ﹤0.01%
13
2830
$351 ﹤0.01%
129
2831
$350 ﹤0.01%
22
2832
$345 ﹤0.01%
8
2833
$344 ﹤0.01%
44
2834
$343 ﹤0.01%
11
2835
$341 ﹤0.01%
5
-12
2836
$339 ﹤0.01%
5
2837
$337 ﹤0.01%
8
2838
$336 ﹤0.01%
+4
2839
$335 ﹤0.01%
5
2840
$334 ﹤0.01%
+4
2841
$334 ﹤0.01%
5
2842
$334 ﹤0.01%
11
2843
$332 ﹤0.01%
35
-230
2844
$332 ﹤0.01%
10
2845
$330 ﹤0.01%
+3
2846
$329 ﹤0.01%
23
2847
$328 ﹤0.01%
45
2848
$327 ﹤0.01%
10
2849
$325 ﹤0.01%
4
2850
$322 ﹤0.01%
12