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
$2.39B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,528
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$13.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$11.2M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.72M

Top Sells

1
+$9.11M
2
+$7.26M
3
+$5.33M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$4.39M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.08M

Sector Composition

1 Technology 9.2%
2 Financials 8.63%
3 Healthcare 3.96%
4 Consumer Discretionary 2.88%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$40.6K ﹤0.01%
677
-334
1452
$40.6K ﹤0.01%
917
1453
$40.6K ﹤0.01%
1,151
1454
$40.4K ﹤0.01%
839
+1
1455
$40.4K ﹤0.01%
1,225
1456
$40.3K ﹤0.01%
+3,685
1457
$40.1K ﹤0.01%
1,794
1458
$40.1K ﹤0.01%
401
+73
1459
$39.9K ﹤0.01%
739
1460
$39.9K ﹤0.01%
869
-157
1461
$39.9K ﹤0.01%
1,284
-235
1462
$39.9K ﹤0.01%
2,190
+803
1463
$39.9K ﹤0.01%
461
+238
1464
$39.8K ﹤0.01%
1,006
+826
1465
$39.8K ﹤0.01%
1,382
-598
1466
$39.8K ﹤0.01%
998
-200
1467
$39.7K ﹤0.01%
794
-794
1468
$39.6K ﹤0.01%
1,142
1469
$39.5K ﹤0.01%
5,270
1470
$39.5K ﹤0.01%
1,078
+190
1471
$39.3K ﹤0.01%
371
+87
1472
$39.3K ﹤0.01%
408
-260
1473
$39.2K ﹤0.01%
7,610
-2,142
1474
$39.2K ﹤0.01%
1,839
+32
1475
$39K ﹤0.01%
1,321
+1,110
57 58
59
60 61