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
$363M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$4.26M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.3M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.25M

Top Sells

1
+$15.9M
2
+$9.62M
3
+$6.02M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.79M

Sector Composition

1 Financials 19.4%
2 Technology 4.09%
3 Healthcare 3.64%
4 Consumer Discretionary 3%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$68K 0.02%
1,113
452
$67K 0.02%
1,242
453
$67K 0.02%
236
+18
454
$67K 0.02%
1,039
-100
455
$66K 0.02%
429
-1,014
456
$66K 0.02%
1,346
+494
457
$66K 0.02%
1,422
+24
458
$66K 0.02%
709
+10
459
$65K 0.02%
1,789
+1,722
460
$65K 0.02%
+1,500
461
$64K 0.02%
7,385
462
$64K 0.02%
533
-421
463
$64K 0.02%
1,326
+125
464
$64K 0.02%
2,111
465
$64K 0.02%
2,350
-718
466
$64K 0.02%
1,895
+320
467
$64K 0.02%
823
468
$63K 0.02%
1,472
+593
469
$63K 0.02%
5,004
470
$62K 0.02%
1,745
+515
471
$62K 0.02%
1,112
472
$62K 0.02%
+5,379
473
$62K 0.02%
1,231
474
$61K 0.02%
4,072
475
$61K 0.02%
1,551
17 18
19
20 21