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
1901
$16.1K ﹤0.01%
85
-3
1902
$16.1K ﹤0.01%
180
-230
1903
$16K ﹤0.01%
1,842
+12
1904
$15.9K ﹤0.01%
403
+253
1905
$15.9K ﹤0.01%
321
1906
$15.9K ﹤0.01%
3,500
1907
$15.8K ﹤0.01%
186
-750
1908
$15.8K ﹤0.01%
+452
1909
$15.8K ﹤0.01%
242
1910
$15.8K ﹤0.01%
2,833
1911
$15.7K ﹤0.01%
365
-83
1912
$15.7K ﹤0.01%
570
1913
$15.7K ﹤0.01%
6,000
-40
1914
$15.6K ﹤0.01%
409
1915
$15.6K ﹤0.01%
275
1916
$15.6K ﹤0.01%
825
1917
$15.5K ﹤0.01%
147
+24
1918
$15.5K ﹤0.01%
235
-65
1919
$15.5K ﹤0.01%
288
+175
1920
$15.4K ﹤0.01%
395
1921
$15.4K ﹤0.01%
522
+160
1922
$15.3K ﹤0.01%
254
-2
1923
$15.3K ﹤0.01%
156
+13
1924
$15.3K ﹤0.01%
+540
1925
$15.3K ﹤0.01%
492