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
1426
$22.8K ﹤0.01%
366
-247
1427
$22.8K ﹤0.01%
716
+203
1428
$22.8K ﹤0.01%
2,168
+1,267
1429
$22.7K ﹤0.01%
750
1430
$22.7K ﹤0.01%
38
-19
1431
$22.6K ﹤0.01%
361
+54
1432
$22.6K ﹤0.01%
413
+23
1433
$22.5K ﹤0.01%
1,102
1434
$22.3K ﹤0.01%
441
+5
1435
$22.3K ﹤0.01%
958
+8
1436
$22.3K ﹤0.01%
397
-32
1437
$22.3K ﹤0.01%
+294
1438
$22.1K ﹤0.01%
249
1439
$22.1K ﹤0.01%
618
-26
1440
$22.1K ﹤0.01%
1,903
1441
$21.9K ﹤0.01%
1,794
1442
$21.7K ﹤0.01%
1,764
+100
1443
$21.7K ﹤0.01%
6,080
1444
$21.7K ﹤0.01%
1,643
+473
1445
$21.6K ﹤0.01%
703
+330
1446
$21.6K ﹤0.01%
337
1447
$21.6K ﹤0.01%
154
1448
$21.5K ﹤0.01%
897
+83
1449
$21.4K ﹤0.01%
1,000
1450
$21.4K ﹤0.01%
187