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
$1.46B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,127
New
Increased
Reduced
Closed

Top Sells

1 +$7.49M
2 +$2.99M
3 +$2.92M
4
MBB icon
iShares MBS ETF
MBB
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.69M

Sector Composition

1 Financials 10.27%
2 Technology 7.87%
3 Healthcare 4.46%
4 Consumer Discretionary 2.87%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$1.93K ﹤0.01%
14
+2
2377
$1.9K ﹤0.01%
170
2378
$1.9K ﹤0.01%
+14
2379
$1.9K ﹤0.01%
400
+382
2380
$1.89K ﹤0.01%
190
2381
$1.89K ﹤0.01%
132
2382
$1.89K ﹤0.01%
17
2383
$1.88K ﹤0.01%
+629
2384
$1.87K ﹤0.01%
1,000
2385
$1.85K ﹤0.01%
53
+37
2386
$1.85K ﹤0.01%
44
+4
2387
$1.84K ﹤0.01%
50
2388
$1.83K ﹤0.01%
14
-7
2389
$1.81K ﹤0.01%
77
2390
$1.81K ﹤0.01%
61
+5
2391
$1.8K ﹤0.01%
29
+1
2392
$1.8K ﹤0.01%
62
2393
$1.79K ﹤0.01%
100
2394
$1.79K ﹤0.01%
+58
2395
$1.79K ﹤0.01%
20
2396
$1.78K ﹤0.01%
118
2397
$1.78K ﹤0.01%
90
2398
$1.78K ﹤0.01%
8
2399
$1.78K ﹤0.01%
125
2400
$1.77K ﹤0.01%
29
-4