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
2426
$3.88K ﹤0.01%
500
2427
$3.86K ﹤0.01%
917
2428
$3.86K ﹤0.01%
211
+53
2429
$3.85K ﹤0.01%
136
2430
$3.83K ﹤0.01%
550
2431
$3.83K ﹤0.01%
+412
2432
$3.83K ﹤0.01%
80
+17
2433
$3.8K ﹤0.01%
137
2434
$3.79K ﹤0.01%
55
2435
$3.76K ﹤0.01%
141
2436
$3.75K ﹤0.01%
53
2437
$3.75K ﹤0.01%
186
+93
2438
$3.75K ﹤0.01%
80
2439
$3.74K ﹤0.01%
200
-300
2440
$3.74K ﹤0.01%
1,000
2441
$3.71K ﹤0.01%
113
2442
$3.7K ﹤0.01%
97
+23
2443
$3.69K ﹤0.01%
65
2444
$3.69K ﹤0.01%
65
-14
2445
$3.68K ﹤0.01%
97
-22
2446
$3.67K ﹤0.01%
84
2447
$3.66K ﹤0.01%
111
+4
2448
$3.66K ﹤0.01%
643
-12
2449
$3.63K ﹤0.01%
58
+45
2450
$3.62K ﹤0.01%
104
-813
96 97
98
99 100