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
3251
$184 ﹤0.01%
+5
3252
$181 ﹤0.01%
10
3253
$177 ﹤0.01%
150
3254
$177 ﹤0.01%
8
3255
$177 ﹤0.01%
23
3256
$172 ﹤0.01%
6
+4
3257
$171 ﹤0.01%
14
3258
$170 ﹤0.01%
12
3259
$169 ﹤0.01%
50
3260
$169 ﹤0.01%
+6
3261
$168 ﹤0.01%
14
3262
$167 ﹤0.01%
5
3263
$163 ﹤0.01%
4
-7
3264
$163 ﹤0.01%
6
3265
$158 ﹤0.01%
5
3266
$152 ﹤0.01%
3
3267
$152 ﹤0.01%
17
3268
$151 ﹤0.01%
9
3269
$150 ﹤0.01%
3
3270
$150 ﹤0.01%
11
3271
$147 ﹤0.01%
13
3272
$147 ﹤0.01%
8
3273
$147 ﹤0.01%
2,350
3274
$146 ﹤0.01%
10
3275
$146 ﹤0.01%
19