GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
-2.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.27B
AUM Growth
+$1.14B
(+885%)
Cap. Flow
+$1.16B
Cap. Flow
% of AUM
91.33%
Top 10 Holdings %
Top 10 Hldgs %
23.75%
Holding
2,852
New
2,581
Increased
154
Reduced
40
Closed
12
Top Buys
| 1 |
Arthur J. Gallagher & Co
AJG
|
+$81.6M |
| 2 |
Apple
AAPL
|
+$31.3M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$30.8M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$26.2M |
| 5 |
Microsoft
MSFT
|
+$21.1M |
Top Sells
| 1 |
Darling Ingredients
DAR
|
+$2.59M |
| 2 |
iShares Silver Trust
SLV
|
+$334K |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$143K |
| 4 |
Invesco Active US Real Estate Fund
PSR
|
+$89.2K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$49K |
Sector Composition
| 1 | Financials | 10.27% |
| 2 | Technology | 8.21% |
| 3 | Healthcare | 4.34% |
| 4 | Consumer Discretionary | 3.03% |
| 5 | Industrials | 2.85% |
