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
$653M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,764
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$1.46M
3
+$1.26M
4
BX icon
Blackstone
BX
+$1.14M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.09M

Top Sells

1
+$2.66M
2
+$1.45M
3
+$1.12M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$958K
5
CHD icon
Church & Dwight Co
CHD
+$888K

Sector Composition

1 Financials 14.91%
2 Technology 6.42%
3 Healthcare 5%
4 Consumer Discretionary 3.71%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$9K ﹤0.01%
577
1177
$9K ﹤0.01%
532
1178
$9K ﹤0.01%
44
+20
1179
$9K ﹤0.01%
122
-19
1180
$9K ﹤0.01%
104
+33
1181
$9K ﹤0.01%
+98
1182
$9K ﹤0.01%
62
-9
1183
$9K ﹤0.01%
202
1184
$9K ﹤0.01%
159
-28
1185
$9K ﹤0.01%
250
1186
$8K ﹤0.01%
110
1187
$8K ﹤0.01%
+234
1188
$8K ﹤0.01%
136
1189
$8K ﹤0.01%
94
1190
$8K ﹤0.01%
350
1191
$8K ﹤0.01%
240
-24
1192
$8K ﹤0.01%
150
1193
$8K ﹤0.01%
400
1194
$8K ﹤0.01%
110
1195
$8K ﹤0.01%
54
1196
$8K ﹤0.01%
331
-66
1197
$8K ﹤0.01%
270
1198
$8K ﹤0.01%
52
-10
1199
$8K ﹤0.01%
95
-18
1200
$8K ﹤0.01%
240
46 47
48
49 50