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
3126
$174 ﹤0.01%
50
3127
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3128
$172 ﹤0.01%
9
3129
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5
3130
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+12
3131
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5
3132
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3133
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+19
3134
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+2
3135
$159 ﹤0.01%
+1
3136
$158 ﹤0.01%
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3137
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3138
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3139
$151 ﹤0.01%
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3141
$150 ﹤0.01%
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3142
$142 ﹤0.01%
2
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3143
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3145
$137 ﹤0.01%
+2
3146
$134 ﹤0.01%
2
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$134 ﹤0.01%
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3148
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+9
3149
$131 ﹤0.01%
+11
3150
$131 ﹤0.01%
13