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 Buys

1
+$23.1M
2
+$17.2M
3
+$11.6M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$8.52M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$5.47M

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
2476
$1.43K ﹤0.01%
44
2477
$1.42K ﹤0.01%
187
2478
$1.42K ﹤0.01%
+13
2479
$1.42K ﹤0.01%
28
2480
$1.42K ﹤0.01%
23
2481
$1.4K ﹤0.01%
297
+6
2482
$1.4K ﹤0.01%
+54
2483
$1.39K ﹤0.01%
22
2484
$1.39K ﹤0.01%
41
2485
$1.39K ﹤0.01%
+28
2486
$1.39K ﹤0.01%
73
2487
$1.39K ﹤0.01%
124
2488
$1.39K ﹤0.01%
30
2489
$1.37K ﹤0.01%
26
2490
$1.37K ﹤0.01%
24
-19
2491
$1.37K ﹤0.01%
28
2492
$1.36K ﹤0.01%
87
2493
$1.36K ﹤0.01%
28
+19
2494
$1.35K ﹤0.01%
12
2495
$1.34K ﹤0.01%
17
2496
$1.34K ﹤0.01%
294
2497
$1.34K ﹤0.01%
35
2498
$1.33K ﹤0.01%
126
2499
$1.32K ﹤0.01%
90
2500
$1.32K ﹤0.01%
4
98 99
100
101 102