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
$683M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,773
New
Increased
Reduced
Closed

Sector Composition

1 Financials 13.33%
2 Technology 8.89%
3 Healthcare 4.71%
4 Consumer Discretionary 4.66%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$1K ﹤0.01%
8
-8
1552
$1K ﹤0.01%
13
1553
$1K ﹤0.01%
35
1554
$1K ﹤0.01%
+9
1555
$1K ﹤0.01%
30
1556
$1K ﹤0.01%
24
1557
$1K ﹤0.01%
250
-1,000
1558
$1K ﹤0.01%
253
1559
$1K ﹤0.01%
100
1560
$1K ﹤0.01%
67
1561
$1K ﹤0.01%
42
1562
$1K ﹤0.01%
49
1563
$1K ﹤0.01%
34
1564
$1K ﹤0.01%
6
1565
$1K ﹤0.01%
11
1566
$1K ﹤0.01%
310
1567
$1K ﹤0.01%
54
1568
$1K ﹤0.01%
+32
1569
$1K ﹤0.01%
32
1570
$1K ﹤0.01%
36
1571
$1K ﹤0.01%
42
1572
$1K ﹤0.01%
+399
1573
$1K ﹤0.01%
84
1574
$1K ﹤0.01%
72
1575
$1K ﹤0.01%
21