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
$653M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,764
New
Increased
Reduced
Closed

Top Buys

1 +$5.81M
2 +$1.46M
3 +$1.26M
4
BX icon
Blackstone
BX
+$1.14M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.09M

Top Sells

1 +$2.66M
2 +$1.45M
3 +$1.12M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$958K
5
CHD icon
Church & Dwight Co
CHD
+$888K

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%
109
1527
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89
1528
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14
1529
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5
1530
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1531
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6
1532
0
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978
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150
1536
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1537
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1538
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1539
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1540
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1541
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1542
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25
1543
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+135
1544
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1545
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89
1546
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22
1547
$1K ﹤0.01%
6
-1,785
1548
$1K ﹤0.01%
164
1549
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106
1550
$1K ﹤0.01%
57