GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,495
New
Increased
Reduced
Closed

Top Buys

1 +$45.5M
2 +$3.59M
3 +$3.41M
4
AIG icon
American International
AIG
+$2.63M
5
WFC icon
Wells Fargo
WFC
+$2.54M

Top Sells

1 +$842K
2 +$746K
3 +$324K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$270K
5
PEG icon
Public Service Enterprise Group
PEG
+$260K

Sector Composition

1 Financials 19.62%
2 Healthcare 3.64%
3 Technology 3.32%
4 Consumer Discretionary 2.53%
5 Communication Services 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$7K ﹤0.01%
81
+1
1027
$7K ﹤0.01%
200
1028
$7K ﹤0.01%
+29
1029
$7K ﹤0.01%
219
+1
1030
$7K ﹤0.01%
246
1031
$7K ﹤0.01%
132
1032
$7K ﹤0.01%
107
1033
$7K ﹤0.01%
141
1034
$7K ﹤0.01%
109
+33
1035
$7K ﹤0.01%
388
1036
$7K ﹤0.01%
265
1037
$7K ﹤0.01%
1,000
1038
$7K ﹤0.01%
225
-215
1039
$7K ﹤0.01%
701
+411
1040
$7K ﹤0.01%
318
+3
1041
$6K ﹤0.01%
+50
1042
$6K ﹤0.01%
+48
1043
$6K ﹤0.01%
154
1044
$6K ﹤0.01%
136
1045
$6K ﹤0.01%
50
1046
$6K ﹤0.01%
112
+55
1047
$6K ﹤0.01%
+940
1048
$6K ﹤0.01%
+152
1049
$6K ﹤0.01%
132
1050
$6K ﹤0.01%
101