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
$413M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,598
New
Increased
Reduced
Closed

Top Buys

1 +$6.17M
2 +$1.34M
3 +$997K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$972K
5
BND icon
Vanguard Total Bond Market
BND
+$747K

Sector Composition

1 Financials 17.3%
2 Technology 4.42%
3 Healthcare 4.42%
4 Consumer Discretionary 3.01%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$8K ﹤0.01%
86
+25
1127
$8K ﹤0.01%
+100
1128
$8K ﹤0.01%
431
+41
1129
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156
+39
1130
$8K ﹤0.01%
516
-347
1131
$8K ﹤0.01%
167
1132
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55
+16
1133
$7K ﹤0.01%
378
1134
$7K ﹤0.01%
203
1135
$7K ﹤0.01%
136
1136
$7K ﹤0.01%
86
1137
$7K ﹤0.01%
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1138
$7K ﹤0.01%
73
1139
$7K ﹤0.01%
175
+53
1140
$7K ﹤0.01%
149
+5
1141
$7K ﹤0.01%
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1142
$7K ﹤0.01%
351
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1143
$7K ﹤0.01%
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1144
$7K ﹤0.01%
262
1145
$7K ﹤0.01%
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1146
$7K ﹤0.01%
36
1147
$7K ﹤0.01%
+90
1148
$7K ﹤0.01%
40
1149
$7K ﹤0.01%
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1150
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92
-307