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
1751
$10.6K ﹤0.01%
+552
1752
$10.6K ﹤0.01%
130
+5
1753
$10.6K ﹤0.01%
178
1754
$10.6K ﹤0.01%
112
+2
1755
$10.5K ﹤0.01%
185
1756
$10.5K ﹤0.01%
113
1757
$10.5K ﹤0.01%
1,546
1758
$10.5K ﹤0.01%
210
+100
1759
$10.5K ﹤0.01%
1,790
+763
1760
$10.4K ﹤0.01%
810
1761
$10.4K ﹤0.01%
612
1762
$10.4K ﹤0.01%
245
+97
1763
$10.4K ﹤0.01%
273
1764
$10.4K ﹤0.01%
62
+4
1765
$10.4K ﹤0.01%
426
1766
$10.4K ﹤0.01%
446
-763
1767
$10.3K ﹤0.01%
44
1768
$10.3K ﹤0.01%
+329
1769
$10.3K ﹤0.01%
109
+1
1770
$10.3K ﹤0.01%
128
1771
$10.3K ﹤0.01%
131
1772
$10.2K ﹤0.01%
486
-922
1773
$10.2K ﹤0.01%
116
+65
1774
$10.2K ﹤0.01%
1,165
1775
$10.1K ﹤0.01%
80
+8