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
1951
$14.5K ﹤0.01%
339
-288
1952
$14.5K ﹤0.01%
634
-1,362
1953
$14.5K ﹤0.01%
241
+1
1954
$14.4K ﹤0.01%
430
1955
$14.4K ﹤0.01%
600
1956
$14.4K ﹤0.01%
159
1957
$14.3K ﹤0.01%
265
1958
$14.3K ﹤0.01%
536
-48
1959
$14.2K ﹤0.01%
56
-2
1960
$14.1K ﹤0.01%
3,624
+64
1961
$14.1K ﹤0.01%
291
1962
$14.1K ﹤0.01%
933
1963
$14.1K ﹤0.01%
307
+3
1964
$14K ﹤0.01%
534
+41
1965
$14K ﹤0.01%
150
+50
1966
$14K ﹤0.01%
100
1967
$13.9K ﹤0.01%
3,095
+790
1968
$13.9K ﹤0.01%
856
+2
1969
$13.9K ﹤0.01%
1,161
-201
1970
$13.9K ﹤0.01%
278
1971
$13.9K ﹤0.01%
377
-15
1972
$13.8K ﹤0.01%
200
+17
1973
$13.8K ﹤0.01%
1,317
+11
1974
$13.7K ﹤0.01%
669
+35
1975
$13.7K ﹤0.01%
94
+75