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
$1.46B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,127
New
Increased
Reduced
Closed

Top Sells

1 +$7.49M
2 +$2.99M
3 +$2.92M
4
MBB icon
iShares MBS ETF
MBB
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.69M

Sector Composition

1 Financials 10.27%
2 Technology 7.87%
3 Healthcare 4.46%
4 Consumer Discretionary 2.87%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$40.9K ﹤0.01%
834
+161
1177
$40.7K ﹤0.01%
358
+6
1178
$40.7K ﹤0.01%
901
+667
1179
$40.7K ﹤0.01%
1,142
-275
1180
$40.7K ﹤0.01%
816
+98
1181
$40.6K ﹤0.01%
577
1182
$40.5K ﹤0.01%
1,098
-36
1183
$40.5K ﹤0.01%
1,100
1184
$40.5K ﹤0.01%
3,271
+17
1185
$40.5K ﹤0.01%
900
-170
1186
$40.4K ﹤0.01%
659
-60
1187
$40.3K ﹤0.01%
+2,385
1188
$40.2K ﹤0.01%
1,000
1189
$39.9K ﹤0.01%
1,674
-22
1190
$39.9K ﹤0.01%
886
+698
1191
$39.8K ﹤0.01%
240
1192
$39.7K ﹤0.01%
2,061
-79
1193
$39.7K ﹤0.01%
579
-343
1194
$39.6K ﹤0.01%
+1,870
1195
$39.6K ﹤0.01%
4,192
1196
$39.5K ﹤0.01%
822
1197
$39.4K ﹤0.01%
1,300
+556
1198
$39.4K ﹤0.01%
178
+50
1199
$39.3K ﹤0.01%
1,450
1200
$39.3K ﹤0.01%
510
-8