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
2026
$12.3K ﹤0.01%
119
2027
$12.2K ﹤0.01%
1,357
2028
$12.2K ﹤0.01%
292
2029
$12.2K ﹤0.01%
189
+83
2030
$12.2K ﹤0.01%
+345
2031
$12.2K ﹤0.01%
2,430
-100
2032
$12.2K ﹤0.01%
538
+119
2033
$12.2K ﹤0.01%
203
2034
$12.2K ﹤0.01%
1,142
2035
$12.2K ﹤0.01%
962
-497
2036
$12.1K ﹤0.01%
685
+664
2037
$12.1K ﹤0.01%
407
2038
$12.1K ﹤0.01%
244
+207
2039
$12K ﹤0.01%
+204
2040
$12K ﹤0.01%
387
+71
2041
$12K ﹤0.01%
1,000
2042
$12K ﹤0.01%
231
2043
$12K ﹤0.01%
257
2044
$11.9K ﹤0.01%
268
+100
2045
$11.9K ﹤0.01%
160
2046
$11.9K ﹤0.01%
415
-537
2047
$11.9K ﹤0.01%
173
-46
2048
$11.9K ﹤0.01%
400
2049
$11.8K ﹤0.01%
318
-300
2050
$11.8K ﹤0.01%
62