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
1126
$6K ﹤0.01%
35
1127
$6K ﹤0.01%
118
1128
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+415
1129
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180
1130
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349
+106
1131
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10
1132
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437
+340
1133
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175
1134
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1135
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240
1136
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1137
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40
-8
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1139
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1140
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430
1141
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1142
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1143
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1144
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50
1145
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94
+37
1146
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1147
$5K ﹤0.01%
552
1148
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120
1149
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87
+20
1150
$5K ﹤0.01%
57