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
926
$20K ﹤0.01%
463
927
$20K ﹤0.01%
4,505
928
$20K ﹤0.01%
222
-16
929
$20K ﹤0.01%
69
-10
930
$20K ﹤0.01%
279
-225
931
$20K ﹤0.01%
847
932
$20K ﹤0.01%
766
-330
933
$20K ﹤0.01%
3,575
934
$20K ﹤0.01%
+840
935
$20K ﹤0.01%
219
-19
936
$20K ﹤0.01%
1,007
+372
937
$20K ﹤0.01%
800
938
$20K ﹤0.01%
606
939
$20K ﹤0.01%
425
940
$20K ﹤0.01%
288
+68
941
$20K ﹤0.01%
264
+82
942
$20K ﹤0.01%
625
-759
943
$20K ﹤0.01%
604
944
$19K ﹤0.01%
303
-26
945
$19K ﹤0.01%
1,200
946
$19K ﹤0.01%
1,547
947
$19K ﹤0.01%
97
-10
948
$19K ﹤0.01%
467
-239
949
$19K ﹤0.01%
700
950
$19K ﹤0.01%
341
+6
36 37
38
39 40