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
$2.39B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,528
New
Increased
Reduced
Closed

Top Sells

1 +$9.11M
2 +$7.26M
3 +$5.33M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.39M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.08M

Sector Composition

1 Technology 9.2%
2 Financials 8.63%
3 Healthcare 3.96%
4 Consumer Discretionary 2.88%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$561 ﹤0.01%
7
3052
$560 ﹤0.01%
+179
3053
$559 ﹤0.01%
5
3054
$557 ﹤0.01%
12
3055
$555 ﹤0.01%
13
3056
$553 ﹤0.01%
6
3057
$550 ﹤0.01%
5
3058
$546 ﹤0.01%
+14
3059
$541 ﹤0.01%
+19
3060
$540 ﹤0.01%
100
3061
$538 ﹤0.01%
7
3062
$536 ﹤0.01%
35
3063
$534 ﹤0.01%
10
3064
$530 ﹤0.01%
9
3065
$526 ﹤0.01%
31
3066
$523 ﹤0.01%
26
3067
$522 ﹤0.01%
+2
3068
$521 ﹤0.01%
+7
3069
$520 ﹤0.01%
3
3070
$519 ﹤0.01%
25
3071
$518 ﹤0.01%
10
3072
$518 ﹤0.01%
23
+10
3073
$518 ﹤0.01%
37
-13
3074
$512 ﹤0.01%
+32
3075
$511 ﹤0.01%
+18