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
$1.01B
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,106
New
Increased
Reduced
Closed

Top Sells

1 +$1.54M
2 +$1.41M
3 +$1.13M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$766K
5
SHOP icon
Shopify
SHOP
+$597K

Sector Composition

1 Financials 12.45%
2 Technology 9.46%
3 Consumer Discretionary 4.49%
4 Healthcare 4.24%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$5K ﹤0.01%
+325
1627
$5K ﹤0.01%
+367
1628
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44
1629
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471
+9
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1631
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200
1632
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1,806
+407
1633
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+100
1634
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+57
1635
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653
-109
1636
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100
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+105
1638
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50
+47
1639
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100
1640
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339
1641
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1642
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1643
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1644
$5K ﹤0.01%
+280
1645
$5K ﹤0.01%
+119
1646
$5K ﹤0.01%
200
1647
$5K ﹤0.01%
232
1648
$5K ﹤0.01%
45
1649
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261
+160
1650
$5K ﹤0.01%
43