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
876
$13K ﹤0.01%
764
877
$13K ﹤0.01%
1,742
878
$13K ﹤0.01%
75
-149
879
$13K ﹤0.01%
+420
880
$13K ﹤0.01%
123
-3
881
$13K ﹤0.01%
319
+200
882
$13K ﹤0.01%
243
883
$13K ﹤0.01%
686
+86
884
$13K ﹤0.01%
766
+386
885
$13K ﹤0.01%
183
-12
886
$13K ﹤0.01%
+218
887
$13K ﹤0.01%
130
+99
888
$13K ﹤0.01%
203
-66
889
$13K ﹤0.01%
69
+37
890
$13K ﹤0.01%
243
891
$12K ﹤0.01%
63
-1
892
$12K ﹤0.01%
347
+107
893
$12K ﹤0.01%
270
-936
894
$12K ﹤0.01%
275
895
$12K ﹤0.01%
266
896
$12K ﹤0.01%
330
897
$12K ﹤0.01%
119
898
$12K ﹤0.01%
105
-97
899
$12K ﹤0.01%
254
+118
900
$12K ﹤0.01%
532
34 35
36
37 38