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
$2.68B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,515
New
Increased
Reduced
Closed

Top Sells

1 +$15.7M
2 +$10.1M
3 +$6.58M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.01M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 8.89%
2 Financials 8.4%
3 Healthcare 3.85%
4 Consumer Discretionary 2.87%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$19.4K ﹤0.01%
1,000
1827
$19.4K ﹤0.01%
545
1828
$19.3K ﹤0.01%
449
-3
1829
$19.2K ﹤0.01%
358
+249
1830
$19.2K ﹤0.01%
559
-1
1831
$19.2K ﹤0.01%
748
-400
1832
$19.2K ﹤0.01%
2,421
1833
$19.1K ﹤0.01%
200
1834
$19.1K ﹤0.01%
1,898
1835
$19.1K ﹤0.01%
963
1836
$19K ﹤0.01%
810
1837
$19K ﹤0.01%
700
-210
1838
$18.9K ﹤0.01%
410
-3,054
1839
$18.9K ﹤0.01%
681
+1
1840
$18.9K ﹤0.01%
1,006
-184
1841
$18.9K ﹤0.01%
5,367
1842
$18.9K ﹤0.01%
904
1843
$18.8K ﹤0.01%
305
+1
1844
$18.8K ﹤0.01%
236
-46
1845
$18.7K ﹤0.01%
383
+47
1846
$18.7K ﹤0.01%
161
1847
$18.6K ﹤0.01%
584
1848
$18.5K ﹤0.01%
6,095
+3,340
1849
$18.4K ﹤0.01%
350
-35
1850
$18.4K ﹤0.01%
385
+245