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
$363M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1 +$8.56M
2 +$4.26M
3 +$1.9M
4
AAPL icon
Apple
AAPL
+$1.3M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$1.25M

Top Sells

1 +$15.9M
2 +$9.62M
3 +$6.02M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.79M

Sector Composition

1 Financials 19.4%
2 Technology 4.09%
3 Healthcare 3.64%
4 Consumer Discretionary 3%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$3K ﹤0.01%
68
1252
$3K ﹤0.01%
64
-36
1253
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43
+18
1254
$3K ﹤0.01%
+500
1255
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69
1256
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107
+3
1257
$3K ﹤0.01%
+29
1258
$3K ﹤0.01%
713
+400
1259
$3K ﹤0.01%
132
1260
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10
1261
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48
1262
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52
1263
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24
1264
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79
1265
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75
1266
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35
1267
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76
1268
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185
1269
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260
1270
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50
1271
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58
1272
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85
1273
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46
1274
$3K ﹤0.01%
133
1275
$3K ﹤0.01%
300