GRP

Global Retirement Partners Portfolio holdings

AUM $4.04B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.68B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,515
New
Increased
Reduced
Closed

Top Sells

1 +$15.7M
2 +$10.1M
3 +$6.58M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.01M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 8.89%
2 Financials 8.4%
3 Healthcare 3.85%
4 Consumer Discretionary 2.87%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$693 ﹤0.01%
22
3052
$693 ﹤0.01%
6
3053
$692 ﹤0.01%
7
3054
$691 ﹤0.01%
45
3055
$684 ﹤0.01%
22
3056
$681 ﹤0.01%
7
3057
$680 ﹤0.01%
45
3058
$676 ﹤0.01%
+7
3059
$673 ﹤0.01%
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3060
$672 ﹤0.01%
16
3061
$666 ﹤0.01%
60
3062
$666 ﹤0.01%
50
3063
$658 ﹤0.01%
55
+1
3064
$656 ﹤0.01%
2
3065
$654 ﹤0.01%
40
3066
$652 ﹤0.01%
22
-78
3067
$651 ﹤0.01%
10
3068
$650 ﹤0.01%
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3069
$650 ﹤0.01%
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3070
$648 ﹤0.01%
19
3071
$647 ﹤0.01%
78
3072
$646 ﹤0.01%
7
3073
$644 ﹤0.01%
6
3074
$638 ﹤0.01%
5
3075
$636 ﹤0.01%
18