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
1176
$4K ﹤0.01%
+54
1177
$4K ﹤0.01%
102
1178
$4K ﹤0.01%
119
1179
$4K ﹤0.01%
35
-6
1180
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62
1181
$4K ﹤0.01%
+30
1182
$4K ﹤0.01%
110
+28
1183
$4K ﹤0.01%
250
+100
1184
$4K ﹤0.01%
54
1185
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36
1186
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33
1187
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130
1188
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179
-215
1189
$4K ﹤0.01%
38
-44
1190
$4K ﹤0.01%
123
+47
1191
$4K ﹤0.01%
57
+40
1192
$4K ﹤0.01%
55
-100
1193
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40
1194
$4K ﹤0.01%
243
1195
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340
1196
$4K ﹤0.01%
51
-13
1197
$4K ﹤0.01%
131
+58
1198
$4K ﹤0.01%
74
-20
1199
$4K ﹤0.01%
215
+43
1200
$4K ﹤0.01%
15
-100
46 47
48
49 50