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
$364M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,495
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$3.84M
3
+$3.5M
4
WFC icon
Wells Fargo
WFC
+$2.72M
5
AIG icon
American International
AIG
+$2.55M

Top Sells

1
+$888K
2
+$746K
3
+$324K
4
MELI icon
Mercado Libre
MELI
+$304K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$271K

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
1126
$5K ﹤0.01%
301
1127
$5K ﹤0.01%
+31
1128
$5K ﹤0.01%
43
+22
1129
$5K ﹤0.01%
+125
1130
$5K ﹤0.01%
+249
1131
$5K ﹤0.01%
+34
1132
$5K ﹤0.01%
286
1133
$5K ﹤0.01%
129
1134
$5K ﹤0.01%
63
1135
$5K ﹤0.01%
262
+3
1136
$4K ﹤0.01%
+492
1137
$4K ﹤0.01%
+54
1138
$4K ﹤0.01%
43
+1
1139
$4K ﹤0.01%
33
1140
$4K ﹤0.01%
+106
1141
$4K ﹤0.01%
130
1142
$4K ﹤0.01%
+32
1143
$4K ﹤0.01%
+100
1144
$4K ﹤0.01%
+102
1145
$4K ﹤0.01%
60
1146
$4K ﹤0.01%
+69
1147
$4K ﹤0.01%
+94
1148
$4K ﹤0.01%
+1,006
1149
$4K ﹤0.01%
+25
1150
$4K ﹤0.01%
260
44 45
46
47 48