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

Top Buys

1
+$15.1M
2
+$14.3M
3
+$13.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$11.2M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.72M

Top Sells

1
+$9.11M
2
+$7.26M
3
+$5.33M
4
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$4.39M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.08M

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
2026
$11.3K ﹤0.01%
300
+200
2027
$11.3K ﹤0.01%
45
-109
2028
$11.2K ﹤0.01%
292
+117
2029
$11.2K ﹤0.01%
133
+52
2030
$11.2K ﹤0.01%
160
2031
$11.2K ﹤0.01%
1,531
-170
2032
$11.2K ﹤0.01%
+395
2033
$11.1K ﹤0.01%
1,546
2034
$11.1K ﹤0.01%
123
+2
2035
$11.1K ﹤0.01%
+491
2036
$11.1K ﹤0.01%
412
+345
2037
$11.1K ﹤0.01%
201
2038
$11K ﹤0.01%
528
2039
$11K ﹤0.01%
257
+121
2040
$11K ﹤0.01%
440
2041
$11K ﹤0.01%
494
-163
2042
$10.9K ﹤0.01%
216
+6
2043
$10.8K ﹤0.01%
1,000
2044
$10.8K ﹤0.01%
+350
2045
$10.8K ﹤0.01%
134
+20
2046
$10.7K ﹤0.01%
391
2047
$10.7K ﹤0.01%
427
2048
$10.7K ﹤0.01%
63
+10
2049
$10.6K ﹤0.01%
37
2050
$10.6K ﹤0.01%
330
+257
80 81
82
83 84