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
851
$7K ﹤0.01%
438
852
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51
853
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+85
854
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855
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141
+1
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857
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384
858
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863
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865
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+267
866
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168
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867
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868
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869
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+259
870
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67
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140
873
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874
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6
875
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207
-114