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
1401
$1K ﹤0.01%
34
1402
$1K ﹤0.01%
+142
1403
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20
1404
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47
1405
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32
1406
$1K ﹤0.01%
163
1407
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10
1408
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47
-88
1409
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8
-97
1410
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21
-14
1411
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4
1412
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55
1413
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+11
1414
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57
1415
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+29
1416
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+88
1417
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12
1418
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131
-315
1419
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+17
1420
$1K ﹤0.01%
163
1421
$1K ﹤0.01%
6
1422
$1K ﹤0.01%
20
-5
1423
$1K ﹤0.01%
+50
1424
$1K ﹤0.01%
31
-38
1425
$1K ﹤0.01%
13
55 56
57
58 59