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
1426
$1K ﹤0.01%
100
1427
$1K ﹤0.01%
+12
1428
$1K ﹤0.01%
40
1429
$1K ﹤0.01%
40
1430
$1K ﹤0.01%
21
1431
$1K ﹤0.01%
+50
1432
$1K ﹤0.01%
19
1433
$1K ﹤0.01%
53
1434
$1K ﹤0.01%
26
-3,084
1435
$1K ﹤0.01%
31
-4
1436
$1K ﹤0.01%
+20
1437
$1K ﹤0.01%
+17
1438
$1K ﹤0.01%
55
1439
$1K ﹤0.01%
12
1440
$1K ﹤0.01%
+31
1441
$1K ﹤0.01%
42
1442
$1K ﹤0.01%
30
1443
$1K ﹤0.01%
+22
1444
$1K ﹤0.01%
+150
1445
$1K ﹤0.01%
33
-310
1446
$1K ﹤0.01%
25
1447
$1K ﹤0.01%
9
1448
$1K ﹤0.01%
4
1449
$1K ﹤0.01%
275
1450
$1K ﹤0.01%
+120
56 57
58
59 60