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
$1.01B
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,106
New
Increased
Reduced
Closed

Top Sells

1 +$1.54M
2 +$1.41M
3 +$1.13M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$766K
5
SHOP icon
Shopify
SHOP
+$597K

Sector Composition

1 Financials 12.45%
2 Technology 9.46%
3 Consumer Discretionary 4.49%
4 Healthcare 4.24%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$10K ﹤0.01%
587
+87
1427
$10K ﹤0.01%
295
+2
1428
$9K ﹤0.01%
+500
1429
$9K ﹤0.01%
2,676
1430
$9K ﹤0.01%
600
1431
$9K ﹤0.01%
88
+8
1432
$9K ﹤0.01%
124
1433
$9K ﹤0.01%
71
+14
1434
$9K ﹤0.01%
456
+181
1435
$9K ﹤0.01%
100
1436
$9K ﹤0.01%
324
1437
$9K ﹤0.01%
+200
1438
$9K ﹤0.01%
172
+68
1439
$9K ﹤0.01%
402
+162
1440
$9K ﹤0.01%
63
+11
1441
$9K ﹤0.01%
344
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1442
$9K ﹤0.01%
124
+13
1443
$9K ﹤0.01%
116
+73
1444
$9K ﹤0.01%
77
+5
1445
$9K ﹤0.01%
130
1446
$9K ﹤0.01%
75
+22
1447
$9K ﹤0.01%
248
+18
1448
$9K ﹤0.01%
237
+2
1449
$9K ﹤0.01%
+123
1450
$9K ﹤0.01%
28