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
3201
$328 ﹤0.01%
490
3202
$324 ﹤0.01%
44
3203
$322 ﹤0.01%
15
-7
3204
$322 ﹤0.01%
28
3205
$319 ﹤0.01%
5
3206
$318 ﹤0.01%
9
3207
$316 ﹤0.01%
14
3208
$315 ﹤0.01%
4
-15
3209
$308 ﹤0.01%
16
3210
$308 ﹤0.01%
16
3211
$305 ﹤0.01%
22
3212
$305 ﹤0.01%
150
3213
$303 ﹤0.01%
+3
3214
$296 ﹤0.01%
62
3215
$295 ﹤0.01%
20
3216
$293 ﹤0.01%
17
3217
$292 ﹤0.01%
100
3218
$291 ﹤0.01%
6
3219
$291 ﹤0.01%
25
3220
$290 ﹤0.01%
12
+4
3221
$286 ﹤0.01%
8
3222
$282 ﹤0.01%
23
3223
$278 ﹤0.01%
3
3224
$269 ﹤0.01%
16
3225
$268 ﹤0.01%
4