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
1376
$2K ﹤0.01%
41
1377
$2K ﹤0.01%
19
1378
$2K ﹤0.01%
186
1379
$2K ﹤0.01%
32
1380
$2K ﹤0.01%
145
1381
$2K ﹤0.01%
+100
1382
$2K ﹤0.01%
3
1383
$2K ﹤0.01%
79
1384
$2K ﹤0.01%
55
1385
$2K ﹤0.01%
109
1386
$2K ﹤0.01%
66
1387
$2K ﹤0.01%
+90
1388
$2K ﹤0.01%
+192
1389
$2K ﹤0.01%
40
1390
$2K ﹤0.01%
+49
1391
$1K ﹤0.01%
+31
1392
$1K ﹤0.01%
41
1393
$1K ﹤0.01%
978
1394
$1K ﹤0.01%
7
1395
$1K ﹤0.01%
30
-612
1396
$1K ﹤0.01%
72
1397
$1K ﹤0.01%
32
1398
$1K ﹤0.01%
35
1399
$1K ﹤0.01%
58
1400
$1K ﹤0.01%
25
54 55
56
57 58