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
$683M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,773
New
Increased
Reduced
Closed

Sector Composition

1 Financials 13.33%
2 Technology 8.89%
3 Healthcare 4.71%
4 Consumer Discretionary 4.66%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$7K ﹤0.01%
2,282
1252
$7K ﹤0.01%
98
1253
$7K ﹤0.01%
160
1254
$7K ﹤0.01%
52
1255
$7K ﹤0.01%
956
1256
$7K ﹤0.01%
35
1257
$7K ﹤0.01%
121
-2
1258
$7K ﹤0.01%
103
1259
$7K ﹤0.01%
150
1260
$7K ﹤0.01%
65
1261
$7K ﹤0.01%
60
1262
$7K ﹤0.01%
435
1263
$6K ﹤0.01%
+209
1264
$6K ﹤0.01%
79
-4
1265
$6K ﹤0.01%
48
+18
1266
$6K ﹤0.01%
+250
1267
$6K ﹤0.01%
99
1268
$6K ﹤0.01%
+69
1269
$6K ﹤0.01%
26
1270
$6K ﹤0.01%
49
1271
$6K ﹤0.01%
+55
1272
$6K ﹤0.01%
84
1273
$6K ﹤0.01%
79
1274
$6K ﹤0.01%
104
1275
$6K ﹤0.01%
150