GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.04B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,792
New
Increased
Reduced
Closed

Top Buys

1 +$161M
2 +$158M
3 +$92.8M
4
NVDA icon
NVIDIA
NVDA
+$88.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.59%
2 Financials 8.71%
3 Consumer Discretionary 3.89%
4 Communication Services 3.17%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$32.1K ﹤0.01%
+646
2027
$32K ﹤0.01%
+1,526
2028
$32K ﹤0.01%
+1,569
2029
$31.9K ﹤0.01%
+94
2030
$31.9K ﹤0.01%
+577
2031
$31.8K ﹤0.01%
+1,518
2032
$31.8K ﹤0.01%
+32,964
2033
$31.8K ﹤0.01%
+10,514
2034
$31.7K ﹤0.01%
+606
2035
$31.7K ﹤0.01%
+510
2036
$31.7K ﹤0.01%
+1,619
2037
$31.6K ﹤0.01%
+583
2038
$31.5K ﹤0.01%
+168
2039
$31.4K ﹤0.01%
+422
2040
$31.4K ﹤0.01%
+1,165
2041
$31.2K ﹤0.01%
+230
2042
$31.2K ﹤0.01%
+254
2043
$31.1K ﹤0.01%
+7,127
2044
$31.1K ﹤0.01%
+1,116
2045
$31K ﹤0.01%
+456
2046
$31K ﹤0.01%
+627
2047
$30.9K ﹤0.01%
+7,313
2048
$30.8K ﹤0.01%
+1,172
2049
$30.8K ﹤0.01%
+2,349
2050
$30.6K ﹤0.01%
+685