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
1151
$7K ﹤0.01%
359
+222
1152
$7K ﹤0.01%
250
1153
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1154
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1155
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+36
1156
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225
1157
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144
1158
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638
1159
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1160
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1161
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-2
1162
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105
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1165
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1166
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1167
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1168
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1170
$7K ﹤0.01%
1,130
1171
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100
1172
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148
+75
1173
$7K ﹤0.01%
93
1174
$6K ﹤0.01%
137
1175
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+78