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
$364M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,495
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$3.84M
3
+$3.5M
4
WFC icon
Wells Fargo
WFC
+$2.72M
5
AIG icon
American International
AIG
+$2.55M

Top Sells

1
+$888K
2
+$746K
3
+$324K
4
MELI icon
Mercado Libre
MELI
+$304K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$271K

Sector Composition

1 Financials 19.62%
2 Healthcare 3.64%
3 Technology 3.32%
4 Consumer Discretionary 2.53%
5 Communication Services 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$2K ﹤0.01%
+200
1277
$2K ﹤0.01%
+10
1278
$2K ﹤0.01%
82
1279
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+64
1280
$2K ﹤0.01%
35
1281
$2K ﹤0.01%
20
1282
$2K ﹤0.01%
50
1283
$2K ﹤0.01%
+51
1284
$2K ﹤0.01%
+32
1285
$2K ﹤0.01%
+40
1286
$2K ﹤0.01%
+67
1287
$2K ﹤0.01%
+11
1288
$2K ﹤0.01%
38
1289
$2K ﹤0.01%
+168
1290
$2K ﹤0.01%
25
1291
$2K ﹤0.01%
28
1292
$2K ﹤0.01%
+39
1293
$2K ﹤0.01%
+41
1294
$2K ﹤0.01%
+25
1295
$2K ﹤0.01%
+53
1296
$2K ﹤0.01%
+53
1297
$2K ﹤0.01%
20
1298
$2K ﹤0.01%
+134
1299
$2K ﹤0.01%
59
1300
$2K ﹤0.01%
93
50 51
52
53 54