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
2151
$7.9K ﹤0.01%
947
+600
2152
$7.88K ﹤0.01%
59
-1
2153
$7.87K ﹤0.01%
+358
2154
$7.86K ﹤0.01%
75
-1
2155
$7.86K ﹤0.01%
+190
2156
$7.85K ﹤0.01%
2,452
+550
2157
$7.84K ﹤0.01%
229
-6
2158
$7.83K ﹤0.01%
145
+12
2159
$7.83K ﹤0.01%
560
2160
$7.82K ﹤0.01%
505
2161
$7.81K ﹤0.01%
1,824
2162
$7.81K ﹤0.01%
1,561
+44
2163
$7.8K ﹤0.01%
105
+92
2164
$7.8K ﹤0.01%
127
-24
2165
$7.74K ﹤0.01%
104
2166
$7.7K ﹤0.01%
135
2167
$7.66K ﹤0.01%
172
-97
2168
$7.59K ﹤0.01%
+295
2169
$7.51K ﹤0.01%
118
+41
2170
$7.51K ﹤0.01%
961
+22
2171
$7.48K ﹤0.01%
+142
2172
$7.48K ﹤0.01%
+519
2173
$7.47K ﹤0.01%
122
2174
$7.46K ﹤0.01%
41
+20
2175
$7.44K ﹤0.01%
+162
85 86
87
88 89