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
$179M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,190
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$2.11M
3 +$1.73M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$1.13M
5
MBB icon
iShares MBS ETF
MBB
+$1.05M

Top Sells

1 +$1.9M
2 +$1.23M
3 +$1.04M
4
VB icon
Vanguard Small-Cap ETF
VB
+$982K
5
VAW icon
Vanguard Materials ETF
VAW
+$632K

Sector Composition

1 Financials 5.25%
2 Technology 4%
3 Healthcare 3.44%
4 Communication Services 2.7%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$7K ﹤0.01%
282
+1
827
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98
828
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+360
829
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243
830
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831
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360
832
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485
833
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834
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835
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836
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837
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838
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378
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839
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253
840
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77
841
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105
842
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768
843
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844
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845
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190
846
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51
847
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+85
848
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849
$7K ﹤0.01%
+211
850
$7K ﹤0.01%
400