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
$608M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,750
New
Increased
Reduced
Closed

Sector Composition

1 Financials 14.97%
2 Technology 5.58%
3 Healthcare 4.88%
4 Consumer Discretionary 3.68%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$4K ﹤0.01%
+600
1327
$4K ﹤0.01%
200
1328
$4K ﹤0.01%
45
-734
1329
$4K ﹤0.01%
207
1330
$4K ﹤0.01%
+101
1331
$4K ﹤0.01%
659
+566
1332
$4K ﹤0.01%
30
+13
1333
$4K ﹤0.01%
168
+3
1334
$4K ﹤0.01%
+2,458
1335
$4K ﹤0.01%
689
1336
$4K ﹤0.01%
200
1337
$4K ﹤0.01%
221
+103
1338
$4K ﹤0.01%
106
1339
$4K ﹤0.01%
64
+40
1340
$4K ﹤0.01%
173
+36
1341
$4K ﹤0.01%
132
1342
$4K ﹤0.01%
+105
1343
$4K ﹤0.01%
+155
1344
$4K ﹤0.01%
107
-17
1345
$4K ﹤0.01%
40
1346
$4K ﹤0.01%
58
1347
$4K ﹤0.01%
90
1348
$4K ﹤0.01%
181
1349
$4K ﹤0.01%
31
1350
$4K ﹤0.01%
148