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
2851
$321 ﹤0.01%
6
2852
$317 ﹤0.01%
5
2853
$317 ﹤0.01%
9
2854
$317 ﹤0.01%
+4
2855
$315 ﹤0.01%
13
2856
$313 ﹤0.01%
5
2857
$313 ﹤0.01%
+31
2858
$313 ﹤0.01%
+5
2859
$311 ﹤0.01%
2
2860
$311 ﹤0.01%
100
2861
$309 ﹤0.01%
150
2862
$308 ﹤0.01%
11
2863
$308 ﹤0.01%
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2864
$307 ﹤0.01%
+2
2865
$306 ﹤0.01%
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2866
$305 ﹤0.01%
+3
2867
$302 ﹤0.01%
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2868
$301 ﹤0.01%
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2869
$299 ﹤0.01%
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2870
$297 ﹤0.01%
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2871
$297 ﹤0.01%
25
2872
$297 ﹤0.01%
16
2873
$297 ﹤0.01%
8
2874
$295 ﹤0.01%
5
2875
$292 ﹤0.01%
+20