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
3326
$47 ﹤0.01%
7
3327
$47 ﹤0.01%
5
-2
3328
$46 ﹤0.01%
+2
3329
$46 ﹤0.01%
16
3330
$42 ﹤0.01%
3
3331
$42 ﹤0.01%
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3332
$42 ﹤0.01%
1
3333
$38 ﹤0.01%
30
3334
$37 ﹤0.01%
150
3335
$35 ﹤0.01%
11
3336
$35 ﹤0.01%
+1
3337
$32 ﹤0.01%
6
3338
-1
3339
$31 ﹤0.01%
3
3340
$31 ﹤0.01%
1
3341
$31 ﹤0.01%
11
3342
$28 ﹤0.01%
10
3343
$27 ﹤0.01%
19
3344
0
3345
$26 ﹤0.01%
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3346
$26 ﹤0.01%
1
3347
$25 ﹤0.01%
55
3348
$23 ﹤0.01%
9
3349
$23 ﹤0.01%
2
3350
$23 ﹤0.01%
4