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
1276
$3K ﹤0.01%
65
1277
$3K ﹤0.01%
71
1278
$3K ﹤0.01%
84
1279
$3K ﹤0.01%
90
1280
$3K ﹤0.01%
65
-25
1281
$3K ﹤0.01%
67
1282
$3K ﹤0.01%
64
1283
$3K ﹤0.01%
69
1284
$3K ﹤0.01%
181
1285
$3K ﹤0.01%
90
1286
$3K ﹤0.01%
200
1287
$3K ﹤0.01%
22
1288
$3K ﹤0.01%
+82
1289
$3K ﹤0.01%
47
-84
1290
$3K ﹤0.01%
116
1291
$3K ﹤0.01%
50
1292
$3K ﹤0.01%
72
1293
$3K ﹤0.01%
32
1294
$3K ﹤0.01%
+250
1295
$3K ﹤0.01%
3
1296
$3K ﹤0.01%
125
1297
$3K ﹤0.01%
+485
1298
$3K ﹤0.01%
145
1299
$3K ﹤0.01%
78
1300
$3K ﹤0.01%
145
50 51
52
53 54