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
776
$19K 0.01%
+630
777
$19K 0.01%
385
-236
778
$19K 0.01%
238
+24
779
$19K 0.01%
330
780
$18K 0.01%
118
-50
781
$18K 0.01%
847
782
$18K 0.01%
878
+204
783
$18K 0.01%
385
+86
784
$18K 0.01%
669
785
$18K 0.01%
+67
786
$18K 0.01%
350
-300
787
$18K 0.01%
1,000
788
$18K 0.01%
466
+45
789
$18K 0.01%
1,488
790
$18K 0.01%
714
+414
791
$18K 0.01%
7
-1
792
$18K 0.01%
522
793
$17K ﹤0.01%
864
794
$17K ﹤0.01%
177
+124
795
$17K ﹤0.01%
210
796
$17K ﹤0.01%
945
797
$17K ﹤0.01%
217
-3
798
$17K ﹤0.01%
289
-335
799
$17K ﹤0.01%
447
-31
800
$17K ﹤0.01%
922
-98
30 31
32
33 34