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
1176
$6K ﹤0.01%
219
1177
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107
1178
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141
1179
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360
1180
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1181
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1182
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1183
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1184
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+65
1185
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111
1186
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45
+10
1187
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1188
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+78
1189
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327
+5
1190
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1191
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1192
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1193
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-21
1194
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1195
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130
1196
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81
1197
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109
1198
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152
1199
$6K ﹤0.01%
+475
1200
$6K ﹤0.01%
940