GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
-2.62%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.98B
AUM Growth
-$62.5M
(-3.1%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
24.66%
Holding
3,383
New
194
Increased
1,252
Reduced
844
Closed
138
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$14.7M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$3.03M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.87M |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
$2.65M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$2.36M |
Top Sells
Sector Composition
| 1 | Financials | 9.43% |
| 2 | Technology | 9.03% |
| 3 | Healthcare | 4.33% |
| 4 | Consumer Discretionary | 3.07% |
| 5 | Industrials | 2.48% |
