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
$363M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1 +$8.73M
2 +$4.4M
3 +$1.93M
4
AAPL icon
Apple
AAPL
+$1.33M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.29M

Top Sells

1 +$16.5M
2 +$9.85M
3 +$6.03M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$5.91M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.89M

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
1126
$6K ﹤0.01%
35
1127
$6K ﹤0.01%
118
1128
$6K ﹤0.01%
+415
1129
$6K ﹤0.01%
180
1130
$6K ﹤0.01%
93
1131
$6K ﹤0.01%
349
+106
1132
$6K ﹤0.01%
437
+340
1133
$6K ﹤0.01%
175
1134
$5K ﹤0.01%
360
1135
$5K ﹤0.01%
+100
1136
$5K ﹤0.01%
43
1137
$5K ﹤0.01%
+193
1138
$5K ﹤0.01%
152
1139
$5K ﹤0.01%
283
1140
$5K ﹤0.01%
50
1141
$5K ﹤0.01%
87
+20
1142
$5K ﹤0.01%
57
1143
$5K ﹤0.01%
554
1144
$5K ﹤0.01%
250
1145
$5K ﹤0.01%
368
1146
$5K ﹤0.01%
34
1147
$5K ﹤0.01%
129
1148
$5K ﹤0.01%
400
1149
$5K ﹤0.01%
150
1150
$5K ﹤0.01%
500