GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.47B
AUM Growth
+$432M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Sells

1 +$9.13M
2 +$6.49M
3 +$4.74M
4
BND icon
Vanguard Total Bond Market
BND
+$4.18M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.07M

Sector Composition

1 Technology 12.32%
2 Financials 8.22%
3 Consumer Discretionary 3.86%
4 Communication Services 3.28%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSQ icon
4026
ProShares Short QQQ
PSQ
$724M
-3,228
RELY icon
4027
Remitly
RELY
$2.78B
-455
REMX icon
4028
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.44B
-19