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
1926
$15.3K ﹤0.01%
85
1927
$15.2K ﹤0.01%
99
1928
$15.1K ﹤0.01%
75
+5
1929
$15.1K ﹤0.01%
353
-180
1930
$15.1K ﹤0.01%
159
1931
$15K ﹤0.01%
+1,715
1932
$15K ﹤0.01%
192
1933
$15K ﹤0.01%
961
+24
1934
$15K ﹤0.01%
318
+14
1935
$15K ﹤0.01%
1,714
+34
1936
$15K ﹤0.01%
1,500
+1,200
1937
$14.9K ﹤0.01%
3,754
-400
1938
$14.9K ﹤0.01%
229
+18
1939
$14.9K ﹤0.01%
201
1940
$14.9K ﹤0.01%
578
+1
1941
$14.8K ﹤0.01%
135
1942
$14.8K ﹤0.01%
311
+2
1943
$14.8K ﹤0.01%
77
+25
1944
$14.8K ﹤0.01%
60
1945
$14.8K ﹤0.01%
554
+354
1946
$14.7K ﹤0.01%
678
-113
1947
$14.6K ﹤0.01%
208
1948
$14.6K ﹤0.01%
380
+3
1949
$14.6K ﹤0.01%
321
1950
$14.6K ﹤0.01%
557
+66