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
1876
$15.7K ﹤0.01%
265
-1
1877
$15.7K ﹤0.01%
185
1878
$15.6K ﹤0.01%
192
1879
$15.6K ﹤0.01%
2,854
-1,645
1880
$15.6K ﹤0.01%
1,127
+955
1881
$15.5K ﹤0.01%
368
-25
1882
$15.4K ﹤0.01%
71
-38
1883
$15.4K ﹤0.01%
282
-41
1884
$15.4K ﹤0.01%
450
1885
$15.3K ﹤0.01%
457
-296
1886
$15.3K ﹤0.01%
304
+280
1887
$15.3K ﹤0.01%
169
-8
1888
$15.2K ﹤0.01%
2,833
-31
1889
$15.2K ﹤0.01%
85
-11
1890
$15.2K ﹤0.01%
289
-319
1891
$15.2K ﹤0.01%
252
+20
1892
$15.2K ﹤0.01%
281
+50
1893
$15.2K ﹤0.01%
496
+4
1894
$15.1K ﹤0.01%
2,305
+60
1895
$15.1K ﹤0.01%
2,421
-100
1896
$15K ﹤0.01%
228
1897
$14.9K ﹤0.01%
+534
1898
$14.8K ﹤0.01%
825
1899
$14.7K ﹤0.01%
287
1900
$14.7K ﹤0.01%
1,131
+1
74 75
76
77 78