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
2051
$11.8K ﹤0.01%
446
-5,901
2052
$11.8K ﹤0.01%
258
-26
2053
$11.7K ﹤0.01%
260
2054
$11.7K ﹤0.01%
400
2055
$11.7K ﹤0.01%
199
+91
2056
$11.7K ﹤0.01%
+100
2057
$11.7K ﹤0.01%
+271
2058
$11.7K ﹤0.01%
137
+10
2059
$11.6K ﹤0.01%
367
-24
2060
$11.6K ﹤0.01%
279
2061
$11.6K ﹤0.01%
366
2062
$11.5K ﹤0.01%
1,268
+40
2063
$11.5K ﹤0.01%
67
+3
2064
$11.4K ﹤0.01%
79
+20
2065
$11.4K ﹤0.01%
238
-114
2066
$11.4K ﹤0.01%
+314
2067
$11.4K ﹤0.01%
351
+1
2068
$11.4K ﹤0.01%
350
2069
$11.4K ﹤0.01%
2,000
2070
$11.3K ﹤0.01%
111
-43
2071
$11.3K ﹤0.01%
412
2072
$11.3K ﹤0.01%
976
-114
2073
$11.1K ﹤0.01%
243
+1
2074
$11.1K ﹤0.01%
37
2075
$11.1K ﹤0.01%
99