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
$1.27B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,852
New
Increased
Reduced
Closed

Top Buys

1 +$81.6M
2 +$31.3M
3 +$30.8M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.2M
5
MSFT icon
Microsoft
MSFT
+$21.1M

Sector Composition

1 Financials 10.27%
2 Technology 8.21%
3 Healthcare 4.34%
4 Consumer Discretionary 3.03%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$7K ﹤0.01%
+1,200
1802
$6K ﹤0.01%
+260
1803
$6K ﹤0.01%
78
1804
$6K ﹤0.01%
+121
1805
$6K ﹤0.01%
+435
1806
$6K ﹤0.01%
+31
1807
$6K ﹤0.01%
+333
1808
$6K ﹤0.01%
+1,000
1809
$6K ﹤0.01%
+179
1810
$6K ﹤0.01%
+201
1811
$6K ﹤0.01%
+970
1812
$6K ﹤0.01%
+100
1813
$6K ﹤0.01%
256
1814
$6K ﹤0.01%
+102
1815
$6K ﹤0.01%
+116
1816
$6K ﹤0.01%
+71
1817
$6K ﹤0.01%
+271
1818
$6K ﹤0.01%
+460
1819
$6K ﹤0.01%
+105
1820
$6K ﹤0.01%
+120
1821
$6K ﹤0.01%
+285
1822
$6K ﹤0.01%
+30
1823
$6K ﹤0.01%
+542
1824
$6K ﹤0.01%
+433
1825
$6K ﹤0.01%
191