GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
+2.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
99.84%
Top 10 Holdings %
Top 10 Hldgs %
32.22%
Holding
1,053
New
1,051
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$16.7M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$8.5M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$5.67M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.01M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.08% |
| 2 | Technology | 4.04% |
| 3 | Healthcare | 3.44% |
| 4 | Communication Services | 2.81% |
| 5 | Industrials | 2.61% |
