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
2001
$13K ﹤0.01%
97
2002
$12.9K ﹤0.01%
800
2003
$12.9K ﹤0.01%
108
-10
2004
$12.9K ﹤0.01%
187
+5
2005
$12.8K ﹤0.01%
397
-131
2006
$12.8K ﹤0.01%
400
2007
$12.8K ﹤0.01%
+183
2008
$12.8K ﹤0.01%
278
+248
2009
$12.8K ﹤0.01%
794
+696
2010
$12.8K ﹤0.01%
260
-5
2011
$12.7K ﹤0.01%
250
2012
$12.7K ﹤0.01%
1,531
2013
$12.7K ﹤0.01%
433
-47
2014
$12.7K ﹤0.01%
254
2015
$12.6K ﹤0.01%
1,103
-101
2016
$12.6K ﹤0.01%
210
+1
2017
$12.6K ﹤0.01%
893
2018
$12.6K ﹤0.01%
5,082
-928
2019
$12.5K ﹤0.01%
3,539
+2
2020
$12.5K ﹤0.01%
109
-17
2021
$12.5K ﹤0.01%
289
+14
2022
$12.5K ﹤0.01%
357
+283
2023
$12.5K ﹤0.01%
47
-37
2024
$12.4K ﹤0.01%
250
+50
2025
$12.4K ﹤0.01%
228