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
$1.46B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,127
New
Increased
Reduced
Closed

Top Sells

1 +$7.49M
2 +$2.99M
3 +$2.92M
4
MBB icon
iShares MBS ETF
MBB
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.69M

Sector Composition

1 Financials 10.27%
2 Technology 7.87%
3 Healthcare 4.46%
4 Consumer Discretionary 2.87%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$25.9K ﹤0.01%
109
+76
1377
$25.9K ﹤0.01%
88
+37
1378
$25.8K ﹤0.01%
377
-323
1379
$25.7K ﹤0.01%
690
1380
$25.7K ﹤0.01%
250
1381
$25.7K ﹤0.01%
499
1382
$25.7K ﹤0.01%
796
1383
$25.6K ﹤0.01%
145
-1
1384
$25.5K ﹤0.01%
1,178
+11
1385
$25.5K ﹤0.01%
1,818
-1,028
1386
$25.5K ﹤0.01%
418
-27
1387
$25.4K ﹤0.01%
390
+56
1388
$25.3K ﹤0.01%
1,889
1389
$25.3K ﹤0.01%
307
1390
$25.3K ﹤0.01%
564
-40
1391
$25.2K ﹤0.01%
463
+413
1392
$25.2K ﹤0.01%
90
-4
1393
$25.1K ﹤0.01%
218
-203
1394
$24.9K ﹤0.01%
+487
1395
$24.7K ﹤0.01%
151
+2
1396
$24.7K ﹤0.01%
734
+120
1397
$24.7K ﹤0.01%
741
1398
$24.7K ﹤0.01%
+1,395
1399
$24.5K ﹤0.01%
700
1400
$24.5K ﹤0.01%
300