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 Short 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
2351
$4.62K ﹤0.01%
105
-51
2352
$4.61K ﹤0.01%
162
-22
2353
$4.59K ﹤0.01%
168
+96
2354
$4.57K ﹤0.01%
415
2355
$4.55K ﹤0.01%
88
2356
$4.55K ﹤0.01%
1,048
+1,000
2357
$4.55K ﹤0.01%
52
-20
2358
$4.54K ﹤0.01%
179
+14
2359
$4.54K ﹤0.01%
289
2360
$4.51K ﹤0.01%
232
+3
2361
$4.48K ﹤0.01%
978
+705
2362
$4.47K ﹤0.01%
46
2363
$4.46K ﹤0.01%
350
2364
$4.45K ﹤0.01%
407
+13
2365
$4.44K ﹤0.01%
45
-983
2366
$4.43K ﹤0.01%
23
+3
2367
$4.42K ﹤0.01%
105
-7
2368
$4.41K ﹤0.01%
35
-8
2369
$4.41K ﹤0.01%
93
-3
2370
$4.4K ﹤0.01%
90
+75
2371
$4.4K ﹤0.01%
46
2372
$4.38K ﹤0.01%
54
2373
$4.38K ﹤0.01%
391
2374
$4.38K ﹤0.01%
75
-75
2375
$4.38K ﹤0.01%
158
93 94
95
96 97