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
1401
$3K ﹤0.01%
160
1402
$3K ﹤0.01%
625
+6
1403
$3K ﹤0.01%
47
1404
$3K ﹤0.01%
81
1405
$3K ﹤0.01%
231
1406
$3K ﹤0.01%
62
1407
$3K ﹤0.01%
85
1408
$3K ﹤0.01%
112
1409
$3K ﹤0.01%
46
1410
$3K ﹤0.01%
150
1411
$3K ﹤0.01%
36
1412
$3K ﹤0.01%
200
1413
$3K ﹤0.01%
22
1414
$3K ﹤0.01%
28
1415
$3K ﹤0.01%
135
+3
1416
$3K ﹤0.01%
76
1417
$3K ﹤0.01%
116
1418
$3K ﹤0.01%
105
1419
$3K ﹤0.01%
71
1420
$3K ﹤0.01%
+200
1421
$3K ﹤0.01%
321
1422
$3K ﹤0.01%
139
1423
$2K ﹤0.01%
187
+97
1424
$2K ﹤0.01%
+19
1425
$2K ﹤0.01%
59
-21