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
$1.32B
AUM Growth
+$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,117
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$6.05M
3 +$5.58M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.67M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.22M

Sector Composition

1 Financials 10.95%
2 Technology 8.33%
3 Healthcare 4.33%
4 Consumer Discretionary 3.14%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$9K ﹤0.01%
537
1727
$9K ﹤0.01%
+342
1728
$9K ﹤0.01%
838
+261
1729
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356
-529
1730
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574
+389
1731
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422
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1732
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150
+100
1733
$9K ﹤0.01%
104
-11
1734
$9K ﹤0.01%
498
1735
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1736
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1737
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1738
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+14
1739
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117
+1
1740
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1742
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1743
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171
+49
1744
$8K ﹤0.01%
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1745
$8K ﹤0.01%
+1,000
1746
$8K ﹤0.01%
30
1747
$8K ﹤0.01%
79
+9
1748
$8K ﹤0.01%
813
+271
1749
$8K ﹤0.01%
97
+36
1750
$8K ﹤0.01%
247
+10