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
1151
$5K ﹤0.01%
230
-770
1152
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1153
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+67
1154
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1155
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284
+82
1156
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1157
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+100
1158
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37
1159
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57
+11
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1161
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1162
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1163
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1164
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1165
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1166
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1167
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1168
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1169
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1170
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1172
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1173
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1174
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410
+89
1175
$4K ﹤0.01%
492