GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
+18.43%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$627M
AUM Growth
+$98.9M
(+19%)
Cap. Flow
+$9.97M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
26.01%
Holding
1,798
New
135
Increased
602
Reduced
421
Closed
151
Top Buys
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$5.66M |
| 2 |
iShares Silver Trust
SLV
|
+$2.85M |
| 3 |
iShares Select Dividend ETF
DVY
|
+$2.57M |
| 4 |
Invesco Preferred ETF
PGX
|
+$2.24M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.67M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.81M |
| 2 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$2.55M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.29M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.07M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$2.03M |
Sector Composition
| 1 | Financials | 13.97% |
| 2 | Technology | 8.14% |
| 3 | Healthcare | 4.72% |
| 4 | Consumer Discretionary | 4.11% |
| 5 | Consumer Staples | 2.62% |