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
1351
$2K ﹤0.01%
56
+29
1352
$2K ﹤0.01%
800
1353
$2K ﹤0.01%
100
1354
$2K ﹤0.01%
25
1355
$2K ﹤0.01%
41
1356
$2K ﹤0.01%
19
1357
$2K ﹤0.01%
186
1358
$2K ﹤0.01%
3
1359
$2K ﹤0.01%
79
1360
$2K ﹤0.01%
55
1361
$2K ﹤0.01%
109
1362
$2K ﹤0.01%
66
1363
$2K ﹤0.01%
+90
1364
$2K ﹤0.01%
+192
1365
$2K ﹤0.01%
40
1366
$2K ﹤0.01%
+49
1367
$2K ﹤0.01%
+25
1368
$2K ﹤0.01%
11
1369
$2K ﹤0.01%
171
1370
$2K ﹤0.01%
+41
1371
$2K ﹤0.01%
42
1372
$2K ﹤0.01%
191
1373
$2K ﹤0.01%
27
+2
1374
$2K ﹤0.01%
33
1375
$2K ﹤0.01%
192
53 54
55
56 57