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
2501
$1.32K ﹤0.01%
+43
2502
$1.3K ﹤0.01%
19
2503
$1.3K ﹤0.01%
33
+3
2504
$1.3K ﹤0.01%
+19
2505
$1.3K ﹤0.01%
1,400
2506
$1.29K ﹤0.01%
+281
2507
$1.29K ﹤0.01%
45
-8
2508
$1.29K ﹤0.01%
43
2509
$1.29K ﹤0.01%
42
2510
$1.27K ﹤0.01%
40
2511
$1.26K ﹤0.01%
+384
2512
$1.26K ﹤0.01%
253
2513
$1.26K ﹤0.01%
16
2514
$1.26K ﹤0.01%
70
+49
2515
$1.26K ﹤0.01%
18
+4
2516
$1.25K ﹤0.01%
39
2517
$1.25K ﹤0.01%
1,000
2518
$1.25K ﹤0.01%
+79
2519
$1.25K ﹤0.01%
52
2520
$1.25K ﹤0.01%
43
2521
$1.24K ﹤0.01%
69
-14
2522
$1.24K ﹤0.01%
32
2523
$1.24K ﹤0.01%
150
2524
$1.24K ﹤0.01%
111
+66
2525
$1.23K ﹤0.01%
+11
99 100
101
102 103