GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,764
New
Increased
Reduced
Closed

Top Buys

1 +$5.85M
2 +$1.52M
3 +$1.15M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.07M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

1 +$2.69M
2 +$1.4M
3 +$1.11M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$927K
5
CHD icon
Church & Dwight Co
CHD
+$897K

Sector Composition

1 Financials 14.91%
2 Technology 6.42%
3 Healthcare 5%
4 Consumer Discretionary 3.71%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$1K ﹤0.01%
5
1527
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10
1528
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116
1529
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340
1530
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1531
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1,000
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7
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1536
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1537
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31
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104
+1
1549
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7
+4
1550
$1K ﹤0.01%
16