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
1826
$17.4K ﹤0.01%
1,571
+25
1827
$17.4K ﹤0.01%
185
+32
1828
$17.4K ﹤0.01%
82
-13
1829
$17.3K ﹤0.01%
580
1830
$17.3K ﹤0.01%
1,203
1831
$17.3K ﹤0.01%
370
+3
1832
$17.3K ﹤0.01%
147
+1
1833
$17.2K ﹤0.01%
369
-206
1834
$17.2K ﹤0.01%
236
-174
1835
$17.1K ﹤0.01%
164
-20
1836
$17K ﹤0.01%
282
-12
1837
$17K ﹤0.01%
275
+224
1838
$17K ﹤0.01%
1,240
+1,097
1839
$17K ﹤0.01%
102
1840
$16.8K ﹤0.01%
256
+32
1841
$16.7K ﹤0.01%
791
-59
1842
$16.7K ﹤0.01%
187
1843
$16.7K ﹤0.01%
+7,685
1844
$16.7K ﹤0.01%
48
+24
1845
$16.6K ﹤0.01%
+543
1846
$16.6K ﹤0.01%
860
+27
1847
$16.6K ﹤0.01%
560
-53
1848
$16.6K ﹤0.01%
60
+5
1849
$16.6K ﹤0.01%
256
+56
1850
$16.6K ﹤0.01%
336
+3
72 73
74
75 76