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
951
$19K ﹤0.01%
404
952
$19K ﹤0.01%
165
953
$19K ﹤0.01%
1,298
954
$19K ﹤0.01%
582
-45
955
$19K ﹤0.01%
284
956
$19K ﹤0.01%
433
957
$19K ﹤0.01%
703
+12
958
$19K ﹤0.01%
315
-83
959
$19K ﹤0.01%
491
960
$19K ﹤0.01%
1,200
961
$18K ﹤0.01%
988
+98
962
$18K ﹤0.01%
770
963
$18K ﹤0.01%
1,000
964
$18K ﹤0.01%
300
965
$18K ﹤0.01%
320
+2
966
$18K ﹤0.01%
373
967
$18K ﹤0.01%
660
968
$18K ﹤0.01%
800
969
$18K ﹤0.01%
500
970
$18K ﹤0.01%
+1,000
971
$18K ﹤0.01%
432
972
$18K ﹤0.01%
295
973
$18K ﹤0.01%
349
-19
974
$18K ﹤0.01%
527
+1
975
$18K ﹤0.01%
1,440
+28
37 38
39
40 41