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
$1.98B
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,382
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$3.03M
3 +$2.87M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.65M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.36M

Sector Composition

1 Financials 9.43%
2 Technology 9.03%
3 Healthcare 4.33%
4 Consumer Discretionary 3.07%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$782 ﹤0.01%
23
2827
$780 ﹤0.01%
14
2828
$778 ﹤0.01%
55
2829
$778 ﹤0.01%
12
2830
$778 ﹤0.01%
1,768
2831
$772 ﹤0.01%
26
+7
2832
$771 ﹤0.01%
27
2833
$771 ﹤0.01%
5
2834
$770 ﹤0.01%
51
2835
$770 ﹤0.01%
131
2836
$768 ﹤0.01%
+33
2837
$768 ﹤0.01%
72
2838
$767 ﹤0.01%
3
+2
2839
$765 ﹤0.01%
97
+20
2840
$762 ﹤0.01%
253
-74
2841
$759 ﹤0.01%
20
2842
$755 ﹤0.01%
500
2843
$744 ﹤0.01%
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2844
$742 ﹤0.01%
35
2845
$738 ﹤0.01%
294
2846
$738 ﹤0.01%
170
2847
$735 ﹤0.01%
133
2848
$735 ﹤0.01%
57
2849
$735 ﹤0.01%
10
2850
$733 ﹤0.01%
12
+10