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
1076
$7K ﹤0.01%
219
1077
$7K ﹤0.01%
246
1078
$7K ﹤0.01%
132
1079
$7K ﹤0.01%
141
1080
$7K ﹤0.01%
111
+17
1081
$7K ﹤0.01%
6
1082
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35
1083
$7K ﹤0.01%
167
-25
1084
$7K ﹤0.01%
103
1085
$7K ﹤0.01%
45
-47
1086
$7K ﹤0.01%
190
+109
1087
$7K ﹤0.01%
29
1088
$7K ﹤0.01%
456
-13
1089
$7K ﹤0.01%
150
1090
$7K ﹤0.01%
330
1091
$7K ﹤0.01%
1,000
1092
$6K ﹤0.01%
64
+14
1093
$6K ﹤0.01%
154
1094
$6K ﹤0.01%
151
1095
$6K ﹤0.01%
85
1096
$6K ﹤0.01%
300
1097
$6K ﹤0.01%
414
1098
$6K ﹤0.01%
54
+1
1099
$6K ﹤0.01%
50
1100
$6K ﹤0.01%
173
42 43
44
45 46