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
2151
$9.48K ﹤0.01%
6,000
2152
$9.41K ﹤0.01%
63
-15
2153
$9.4K ﹤0.01%
6,025
-154
2154
$9.37K ﹤0.01%
645
2155
$9.37K ﹤0.01%
47
+14
2156
$9.36K ﹤0.01%
142
+29
2157
$9.35K ﹤0.01%
100
2158
$9.34K ﹤0.01%
3,511
2159
$9.34K ﹤0.01%
150
-86
2160
$9.22K ﹤0.01%
138
+21
2161
$9.19K ﹤0.01%
60
2162
$9.13K ﹤0.01%
462
2163
$9.06K ﹤0.01%
2,000
+1,584
2164
$9.05K ﹤0.01%
138
+128
2165
$9.04K ﹤0.01%
105
2166
$9.01K ﹤0.01%
585
+139
2167
$9K ﹤0.01%
135
2168
$8.99K ﹤0.01%
899
-140
2169
$8.95K ﹤0.01%
459
+4
2170
$8.93K ﹤0.01%
+45
2171
$8.92K ﹤0.01%
232
2172
$8.9K ﹤0.01%
590
+9
2173
$8.85K ﹤0.01%
1,604
+43
2174
$8.84K ﹤0.01%
3,074
-1,138
2175
$8.82K ﹤0.01%
93
-22