GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
+2.4%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
+$33.8M
(+19%)
Cap. Flow
+$29.5M
Cap. Flow
% of AUM
13.89%
Top 10 Holdings %
Top 10 Hldgs %
31.3%
Holding
1,206
New
99
Increased
463
Reduced
165
Closed
55
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.58M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.58M |
| 3 |
Vanguard Value ETF
VTV
|
$1.54M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.44M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.08M |
Top Sells
Sector Composition
| 1 | Financials | 3.98% |
| 2 | Technology | 3.59% |
| 3 | Healthcare | 3.47% |
| 4 | Communication Services | 2.68% |
| 5 | Consumer Discretionary | 2.36% |
