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
2901
$266 ﹤0.01%
25
2902
$265 ﹤0.01%
23
2903
$265 ﹤0.01%
9
2904
$264 ﹤0.01%
10
2905
$263 ﹤0.01%
1
2906
$263 ﹤0.01%
7
2907
$261 ﹤0.01%
18
2908
$261 ﹤0.01%
50
2909
$261 ﹤0.01%
+3
2910
$258 ﹤0.01%
+12
2911
$256 ﹤0.01%
5
2912
$255 ﹤0.01%
+23
2913
$255 ﹤0.01%
9
2914
$255 ﹤0.01%
190
-175
2915
$250 ﹤0.01%
+8
2916
$248 ﹤0.01%
37
2917
$246 ﹤0.01%
+16
2918
$246 ﹤0.01%
3,275
2919
$245 ﹤0.01%
+30
2920
$244 ﹤0.01%
5
-133
2921
$240 ﹤0.01%
5
2922
$236 ﹤0.01%
21
2923
$232 ﹤0.01%
30
2924
$230 ﹤0.01%
36
2925
$229 ﹤0.01%
23