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
2526
$1.23K ﹤0.01%
104
2527
$1.23K ﹤0.01%
328
-104
2528
$1.23K ﹤0.01%
+59
2529
$1.23K ﹤0.01%
18
2530
$1.23K ﹤0.01%
112
2531
$1.22K ﹤0.01%
28
-9
2532
$1.22K ﹤0.01%
177
2533
$1.21K ﹤0.01%
25
2534
$1.21K ﹤0.01%
2
2535
$1.21K ﹤0.01%
10
2536
$1.2K ﹤0.01%
+91
2537
$1.2K ﹤0.01%
40
2538
$1.2K ﹤0.01%
200
2539
$1.19K ﹤0.01%
60
-29
2540
$1.19K ﹤0.01%
77
2541
$1.19K ﹤0.01%
31
2542
$1.19K ﹤0.01%
24
2543
$1.19K ﹤0.01%
270
-56
2544
$1.18K ﹤0.01%
17
-2
2545
$1.18K ﹤0.01%
5
2546
$1.17K ﹤0.01%
36
2547
$1.16K ﹤0.01%
15
2548
$1.16K ﹤0.01%
77
2549
$1.16K ﹤0.01%
125
2550
$1.15K ﹤0.01%
45
100 101
102
103 104