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
1851
$16.6K ﹤0.01%
+1,000
1852
$16.5K ﹤0.01%
7,186
1853
$16.5K ﹤0.01%
320
+35
1854
$16.5K ﹤0.01%
262
1855
$16.5K ﹤0.01%
1,342
+35
1856
$16.5K ﹤0.01%
1,006
-1,994
1857
$16.4K ﹤0.01%
478
+4
1858
$16.4K ﹤0.01%
1,362
+91
1859
$16.4K ﹤0.01%
784
+60
1860
$16.4K ﹤0.01%
672
-5
1861
$16.4K ﹤0.01%
493
+3
1862
$16.3K ﹤0.01%
+396
1863
$16.3K ﹤0.01%
480
-280
1864
$16.3K ﹤0.01%
724
-1
1865
$16.3K ﹤0.01%
1,935
-75
1866
$16.2K ﹤0.01%
112
+5
1867
$16.2K ﹤0.01%
717
1868
$16.2K ﹤0.01%
219
-138
1869
$16.1K ﹤0.01%
70
+43
1870
$16.1K ﹤0.01%
107
+1
1871
$16.1K ﹤0.01%
358
1872
$15.9K ﹤0.01%
5,290
1873
$15.9K ﹤0.01%
159
-1
1874
$15.8K ﹤0.01%
725
+10
1875
$15.7K ﹤0.01%
1,830
+19
73 74
75
76 77