GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
+1.09%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$608M
AUM Growth
+$86.1M
(+16%)
Cap. Flow
+$82.4M
Cap. Flow
% of AUM
13.55%
Top 10 Holdings %
Top 10 Hldgs %
24.73%
Holding
1,750
New
120
Increased
577
Reduced
365
Closed
99
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$5.27M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.44M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$3.25M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$2.03M |
| 5 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
+$1.13M |
Sector Composition
| 1 | Financials | 14.97% |
| 2 | Technology | 5.58% |
| 3 | Healthcare | 4.88% |
| 4 | Consumer Discretionary | 3.68% |
| 5 | Consumer Staples | 3.34% |
