GRP

Global Retirement Partners Portfolio holdings

AUM $4.04B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,757
New
Increased
Reduced
Closed

Top Sells

1 +$6.22M
2 +$2.02M
3 +$1.27M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$972K

Sector Composition

1 Financials 13.95%
2 Technology 7.04%
3 Healthcare 4.74%
4 Consumer Discretionary 3.7%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
-2,000
1752
$0 ﹤0.01%
+17
1753
$0 ﹤0.01%
34
1754
$0 ﹤0.01%
2
1755
-21
1756
$0 ﹤0.01%
1