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
876
$24K ﹤0.01%
+1,700
877
$24K ﹤0.01%
1,268
878
$24K ﹤0.01%
630
-24
879
$24K ﹤0.01%
113
-234
880
$24K ﹤0.01%
224
-160
881
$24K ﹤0.01%
342
882
$24K ﹤0.01%
428
883
$24K ﹤0.01%
662
-6
884
$24K ﹤0.01%
645
-31
885
$23K ﹤0.01%
+1,600
886
$23K ﹤0.01%
185
+55
887
$23K ﹤0.01%
457
+107
888
$23K ﹤0.01%
525
+104
889
$23K ﹤0.01%
1,803
890
$23K ﹤0.01%
1,005
891
$23K ﹤0.01%
798
-102
892
$23K ﹤0.01%
417
893
$23K ﹤0.01%
733
+46
894
$23K ﹤0.01%
620
+15
895
$23K ﹤0.01%
287
896
$23K ﹤0.01%
330
897
$23K ﹤0.01%
878
898
$22K ﹤0.01%
279
-2,384
899
$22K ﹤0.01%
844
900
$22K ﹤0.01%
3,400
-1,000
34 35
36
37 38