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
3301
$87 ﹤0.01%
15
3302
$83 ﹤0.01%
4
3303
$80 ﹤0.01%
1
3304
$80 ﹤0.01%
+15
3305
$80 ﹤0.01%
15
3306
$79 ﹤0.01%
50
-20
3307
$79 ﹤0.01%
7
3308
$77 ﹤0.01%
11
3309
$75 ﹤0.01%
73
+50
3310
$74 ﹤0.01%
57
+34
3311
$71 ﹤0.01%
1
3312
$70 ﹤0.01%
8
3313
$68 ﹤0.01%
+3
3314
$64 ﹤0.01%
27
3315
$61 ﹤0.01%
5
3316
$60 ﹤0.01%
14
3317
$58 ﹤0.01%
2
3318
0
3319
$56 ﹤0.01%
1
3320
$54 ﹤0.01%
27
3321
$52 ﹤0.01%
1
3322
$52 ﹤0.01%
2
3323
$51 ﹤0.01%
+2
3324
$50 ﹤0.01%
5
3325
$48 ﹤0.01%
+15