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
1301
$3K ﹤0.01%
50
1302
$3K ﹤0.01%
79
-24
1303
$3K ﹤0.01%
80
1304
$3K ﹤0.01%
192
+57
1305
$3K ﹤0.01%
149
1306
$3K ﹤0.01%
58
1307
$3K ﹤0.01%
54
1308
$3K ﹤0.01%
78
+1
1309
$2K ﹤0.01%
+15
1310
$2K ﹤0.01%
85
1311
$2K ﹤0.01%
+80
1312
$2K ﹤0.01%
18
1313
$2K ﹤0.01%
+25
1314
$2K ﹤0.01%
11
1315
$2K ﹤0.01%
32
1316
$2K ﹤0.01%
38
1317
$2K ﹤0.01%
168
1318
$2K ﹤0.01%
28
1319
$2K ﹤0.01%
+100
1320
$2K ﹤0.01%
+42
1321
$2K ﹤0.01%
39
1322
$2K ﹤0.01%
140
1323
$2K ﹤0.01%
39
1324
$2K ﹤0.01%
249
1325
$2K ﹤0.01%
975
51 52
53
54 55