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
1326
$2K ﹤0.01%
70
1327
$2K ﹤0.01%
102
+63
1328
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53
1329
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53
1330
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20
1331
$2K ﹤0.01%
134
1332
$2K ﹤0.01%
76
1333
$2K ﹤0.01%
+165
1334
$2K ﹤0.01%
45
1335
$2K ﹤0.01%
100
1336
$2K ﹤0.01%
16
1337
$2K ﹤0.01%
36
-24
1338
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27
1339
$2K ﹤0.01%
171
1340
$2K ﹤0.01%
+41
1341
$2K ﹤0.01%
42
1342
$2K ﹤0.01%
191
1343
$2K ﹤0.01%
27
+2
1344
$2K ﹤0.01%
33
1345
$2K ﹤0.01%
61
+27
1346
$2K ﹤0.01%
192
1347
$2K ﹤0.01%
39
1348
$2K ﹤0.01%
10
1349
$2K ﹤0.01%
46
1350
$2K ﹤0.01%
122
52 53
54
55 56