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
$1.46B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,127
New
Increased
Reduced
Closed

Top Sells

1 +$7.49M
2 +$2.99M
3 +$2.92M
4
MBB icon
iShares MBS ETF
MBB
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.69M

Sector Composition

1 Financials 10.27%
2 Technology 7.87%
3 Healthcare 4.46%
4 Consumer Discretionary 2.87%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$12.1K ﹤0.01%
272
+32
1702
$12.1K ﹤0.01%
200
1703
$12.1K ﹤0.01%
194
+18
1704
$12.1K ﹤0.01%
649
1705
$12K ﹤0.01%
228
-2
1706
$12K ﹤0.01%
104
1707
$11.9K ﹤0.01%
541
+91
1708
$11.9K ﹤0.01%
1,783
+413
1709
$11.8K ﹤0.01%
1,080
1710
$11.8K ﹤0.01%
150
1711
$11.8K ﹤0.01%
+2,572
1712
$11.8K ﹤0.01%
+182
1713
$11.8K ﹤0.01%
1,044
1714
$11.8K ﹤0.01%
65
1715
$11.7K ﹤0.01%
750
1716
$11.7K ﹤0.01%
215
-64
1717
$11.7K ﹤0.01%
1,342
1718
$11.7K ﹤0.01%
204
1719
$11.7K ﹤0.01%
103
+1
1720
$11.6K ﹤0.01%
3,000
1721
$11.6K ﹤0.01%
2,497
+1
1722
$11.6K ﹤0.01%
295
1723
$11.6K ﹤0.01%
276
1724
$11.5K ﹤0.01%
250
1725
$11.5K ﹤0.01%
187