GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
+0.45%
1 Year Return
โ
3 Year Return
โ
5 Year Return
โ
10 Year Return
โ
AUM
$1.01B
AUM Growth
+$35.2M
(+3.6%)
Cap. Flow
+$34.5M
Cap. Flow
% of AUM
3.41%
Top 10 Holdings %
Top 10 Hldgs %
25.89%
Holding
2,106
New
182
Increased
815
Reduced
413
Closed
75
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.26M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.77M |
| 3 |
Quanta Services
PWR
|
$1.63M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.38M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.11M |
Top Sells
Sector Composition
| 1 | Financials | 12.45% |
| 2 | Technology | 9.46% |
| 3 | Consumer Discretionary | 4.49% |
| 4 | Healthcare | 4.23% |
| 5 | Industrials | 3.06% |
