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
$653M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,764
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$1.46M
3
+$1.26M
4
BX icon
Blackstone
BX
+$1.14M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.09M

Top Sells

1
+$2.66M
2
+$1.45M
3
+$1.12M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$958K
5
CHD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$28K ﹤0.01%
180
827
$28K ﹤0.01%
692
+56
828
$28K ﹤0.01%
73
829
$28K ﹤0.01%
1,527
830
$27K ﹤0.01%
+300
831
$27K ﹤0.01%
338
-29
832
$27K ﹤0.01%
906
833
$27K ﹤0.01%
197
-101
834
$27K ﹤0.01%
328
835
$27K ﹤0.01%
971
836
$27K ﹤0.01%
495
+61
837
$27K ﹤0.01%
1,903
838
$27K ﹤0.01%
1,303
+50
839
$27K ﹤0.01%
700
840
$27K ﹤0.01%
503
+2
841
$27K ﹤0.01%
256
+1
842
$27K ﹤0.01%
+670
843
$27K ﹤0.01%
1,137
-231
844
$27K ﹤0.01%
582
-682
845
$27K ﹤0.01%
452
+34
846
$27K ﹤0.01%
816
847
$26K ﹤0.01%
948
+248
848
$26K ﹤0.01%
22
849
$26K ﹤0.01%
1,164
+181
850
$26K ﹤0.01%
760
32 33
34
35 36