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
$2.39B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,528
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.3M
3
+$13.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$11.2M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.72M

Top Sells

1
+$9.11M
2
+$7.26M
3
+$5.33M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$4.39M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.08M

Sector Composition

1 Technology 9.2%
2 Financials 8.63%
3 Healthcare 3.96%
4 Consumer Discretionary 2.88%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$19.2K ﹤0.01%
287
+250
1777
$19.2K ﹤0.01%
228
1778
$19.2K ﹤0.01%
84
+46
1779
$19.1K ﹤0.01%
946
-115
1780
$19.1K ﹤0.01%
334
-208
1781
$19K ﹤0.01%
230
1782
$19K ﹤0.01%
569
1783
$18.9K ﹤0.01%
316
1784
$18.9K ﹤0.01%
904
1785
$18.9K ﹤0.01%
1,276
+300
1786
$18.8K ﹤0.01%
+1,250
1787
$18.8K ﹤0.01%
521
-62
1788
$18.8K ﹤0.01%
714
+272
1789
$18.7K ﹤0.01%
647
1790
$18.7K ﹤0.01%
1,568
+1,536
1791
$18.7K ﹤0.01%
+12,450
1792
$18.7K ﹤0.01%
3,211
+939
1793
$18.5K ﹤0.01%
+857
1794
$18.5K ﹤0.01%
46
+11
1795
$18.5K ﹤0.01%
1,040
1796
$18.4K ﹤0.01%
221
+30
1797
$18.3K ﹤0.01%
+584
1798
$18.3K ﹤0.01%
+1,656
1799
$18.3K ﹤0.01%
810
+59
1800
$18.2K ﹤0.01%
392
-392
70 71
72
73 74