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

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
1951
$13K ﹤0.01%
+480
1952
$12.9K ﹤0.01%
321
1953
$12.9K ﹤0.01%
118
-4
1954
$12.9K ﹤0.01%
366
+23
1955
$12.9K ﹤0.01%
304
+1
1956
$12.8K ﹤0.01%
254
1957
$12.8K ﹤0.01%
87
+33
1958
$12.8K ﹤0.01%
400
1959
$12.8K ﹤0.01%
159
+11
1960
$12.8K ﹤0.01%
291
+1
1961
$12.8K ﹤0.01%
393
+302
1962
$12.8K ﹤0.01%
126
+8
1963
$12.8K ﹤0.01%
64
+15
1964
$12.7K ﹤0.01%
143
+16
1965
$12.7K ﹤0.01%
58
+34
1966
$12.6K ﹤0.01%
6,010
1967
$12.6K ﹤0.01%
+828
1968
$12.6K ﹤0.01%
1,277
+2
1969
$12.5K ﹤0.01%
723
-528
1970
$12.5K ﹤0.01%
100
1971
$12.5K ﹤0.01%
240
+1
1972
$12.5K ﹤0.01%
1,228
+887
1973
$12.4K ﹤0.01%
192
+66
1974
$12.4K ﹤0.01%
3,537
+2
1975
$12.4K ﹤0.01%
209
+3