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
$2.39B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,528
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$13.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$11.2M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.72M

Top Sells

1
+$9.11M
2
+$7.26M
3
+$5.33M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.39M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.08M

Sector Composition

1 Technology 9.2%
2 Financials 8.63%
3 Healthcare 3.96%
4 Consumer Discretionary 2.88%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$66.8K ﹤0.01%
1,103
-475
1227
$66.8K ﹤0.01%
1,221
+143
1228
$66.8K ﹤0.01%
1,109
+309
1229
$66.7K ﹤0.01%
1,700
+1,668
1230
$66.7K ﹤0.01%
662
-51
1231
$66.6K ﹤0.01%
2,171
-1,239
1232
$66.6K ﹤0.01%
1,117
-4
1233
$66.4K ﹤0.01%
+1,392
1234
$66K ﹤0.01%
1,140
+321
1235
$65.9K ﹤0.01%
3,344
+36
1236
$65.7K ﹤0.01%
604
+182
1237
$65.5K ﹤0.01%
4,358
+25
1238
$65.2K ﹤0.01%
141
+38
1239
$65.2K ﹤0.01%
712
+3
1240
$65K ﹤0.01%
598
+9
1241
$64.7K ﹤0.01%
263
+107
1242
$64.7K ﹤0.01%
1,584
+98
1243
$64.5K ﹤0.01%
1,183
1244
$64.5K ﹤0.01%
439
-101
1245
$64.5K ﹤0.01%
357
-178
1246
$64.5K ﹤0.01%
4,872
+1,682
1247
$64.4K ﹤0.01%
7,472
+2,411
1248
$64.3K ﹤0.01%
1,708
1249
$64.3K ﹤0.01%
204
+5
1250
$64.3K ﹤0.01%
3,090
+373
48 49
50
51 52