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
2101
$10.6K ﹤0.01%
+201
2102
$10.5K ﹤0.01%
189
-756
2103
$10.5K ﹤0.01%
523
+116
2104
$10.5K ﹤0.01%
195
2105
$10.5K ﹤0.01%
329
2106
$10.4K ﹤0.01%
97
+10
2107
$10.4K ﹤0.01%
110
2108
$10.4K ﹤0.01%
878
-13
2109
$10.4K ﹤0.01%
395
2110
$10.4K ﹤0.01%
126
2111
$10.3K ﹤0.01%
60
-3
2112
$10.3K ﹤0.01%
444
-168
2113
$10.3K ﹤0.01%
427
2114
$10.3K ﹤0.01%
521
2115
$10.3K ﹤0.01%
3,529
+650
2116
$10.2K ﹤0.01%
350
2117
$10.2K ﹤0.01%
424
2118
$10.2K ﹤0.01%
10,500
+8,500
2119
$10.1K ﹤0.01%
1,765
+485
2120
$10.1K ﹤0.01%
192
2121
$10K ﹤0.01%
358
-138
2122
$10K ﹤0.01%
78
-17
2123
$9.98K ﹤0.01%
1,884
2124
$9.98K ﹤0.01%
433
+428
2125
$9.9K ﹤0.01%
176