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
1801
$9.42K ﹤0.01%
401
1802
$9.41K ﹤0.01%
570
1803
$9.41K ﹤0.01%
162
+64
1804
$9.38K ﹤0.01%
869
+86
1805
$9.36K ﹤0.01%
89
1806
$9.32K ﹤0.01%
44
+42
1807
$9.29K ﹤0.01%
192
1808
$9.29K ﹤0.01%
379
+192
1809
$9.26K ﹤0.01%
2,885
-1,000
1810
$9.26K ﹤0.01%
155
1811
$9.25K ﹤0.01%
440
+1
1812
$9.24K ﹤0.01%
85
+77
1813
$9.23K ﹤0.01%
500
1814
$9.22K ﹤0.01%
57
+8
1815
$9.18K ﹤0.01%
62
1816
$9.15K ﹤0.01%
498
1817
$9.11K ﹤0.01%
376
+52
1818
$9.07K ﹤0.01%
555
-19
1819
$9.06K ﹤0.01%
359
+308
1820
$9.02K ﹤0.01%
54
+3
1821
$9K ﹤0.01%
183
+75
1822
$8.98K ﹤0.01%
200
1823
$8.95K ﹤0.01%
354
+279
1824
$8.91K ﹤0.01%
104
1825
$8.9K ﹤0.01%
800
+212