GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
-16.26%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$528M
AUM Growth
-$125M
(-19%)
Cap. Flow
-$1.73M
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
26.11%
Holding
1,757
New
101
Increased
478
Reduced
486
Closed
95
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.42M |
| 2 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$3.11M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$2.82M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.16M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.73M |
Top Sells
Sector Composition
| 1 | Financials | 13.95% |
| 2 | Technology | 7.04% |
| 3 | Healthcare | 4.74% |
| 4 | Consumer Discretionary | 3.7% |
| 5 | Consumer Staples | 2.62% |
