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

Top Buys

1 +$5.99M
2 +$1.3M
3 +$995K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$953K
5
BND icon
Vanguard Total Bond Market
BND
+$735K

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
1151
$7K ﹤0.01%
435
1152
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102
1153
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86
1154
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1155
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1156
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1157
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1158
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1159
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36
1160
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1161
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40
1162
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53
1163
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92
-307
1164
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359
+222
1165
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250
1166
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69
1167
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1170
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1171
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638
1172
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1173
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+95
1174
$6K ﹤0.01%
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1175
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55
+4