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
951
$11K ﹤0.01%
75
952
$11K ﹤0.01%
284
-7
953
$11K ﹤0.01%
355
954
$11K ﹤0.01%
78
955
$11K ﹤0.01%
544
956
$10K ﹤0.01%
+300
957
$10K ﹤0.01%
367
-647
958
$10K ﹤0.01%
330
959
$10K ﹤0.01%
194
-72
960
$10K ﹤0.01%
370
961
$10K ﹤0.01%
500
962
$10K ﹤0.01%
220
963
$10K ﹤0.01%
390
+125
964
$10K ﹤0.01%
+394
965
$10K ﹤0.01%
+140
966
$10K ﹤0.01%
64
967
$10K ﹤0.01%
+485
968
$10K ﹤0.01%
410
+300
969
$10K ﹤0.01%
123
-38
970
$10K ﹤0.01%
136
-3
971
$10K ﹤0.01%
609
972
$10K ﹤0.01%
530
-48
973
$10K ﹤0.01%
105
+56
974
$10K ﹤0.01%
+169
975
$10K ﹤0.01%
127
37 38
39
40 41