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
$608M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,750
New
Increased
Reduced
Closed

Sector Composition

1 Financials 14.97%
2 Technology 5.58%
3 Healthcare 4.88%
4 Consumer Discretionary 3.68%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$8K ﹤0.01%
48
1177
$8K ﹤0.01%
412
1178
$8K ﹤0.01%
282
1179
$8K ﹤0.01%
100
1180
$8K ﹤0.01%
529
1181
$8K ﹤0.01%
250
+50
1182
$8K ﹤0.01%
+7,000
1183
$8K ﹤0.01%
1,712
-528
1184
$8K ﹤0.01%
56
1185
$8K ﹤0.01%
150
1186
$8K ﹤0.01%
274
1187
$8K ﹤0.01%
144
1188
$8K ﹤0.01%
236
+22
1189
$8K ﹤0.01%
113
+79
1190
$8K ﹤0.01%
+202
1191
$8K ﹤0.01%
32
1192
$8K ﹤0.01%
10
1193
$8K ﹤0.01%
206
-498
1194
$7K ﹤0.01%
+94
1195
$7K ﹤0.01%
243
+3
1196
$7K ﹤0.01%
335
+4
1197
$7K ﹤0.01%
233
+107
1198
$7K ﹤0.01%
400
1199
$7K ﹤0.01%
270
1200
$7K ﹤0.01%
+98