GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
+6.94%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$653M
AUM Growth
+$44.5M
(+7.3%)
Cap. Flow
+$5.91M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
24.67%
Holding
1,764
New
113
Increased
483
Reduced
490
Closed
106
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$5.81M |
| 2 |
Home Depot
HD
|
+$1.46M |
| 3 |
TSMC
TSM
|
+$1.26M |
| 4 |
Blackstone
BX
|
+$1.14M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.09M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.66M |
| 2 |
Salesforce
CRM
|
+$1.45M |
| 3 |
Progressive
PGR
|
+$1.12M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$958K |
| 5 |
Church & Dwight Co
CHD
|
+$888K |
Sector Composition
| 1 | Financials | 14.91% |
| 2 | Technology | 6.42% |
| 3 | Healthcare | 5% |
| 4 | Consumer Discretionary | 3.71% |
| 5 | Consumer Staples | 2.8% |
