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
2551
$1.14K ﹤0.01%
48
2552
$1.13K ﹤0.01%
+50
2553
$1.13K ﹤0.01%
14
2554
$1.13K ﹤0.01%
647
2555
$1.13K ﹤0.01%
8
2556
$1.12K ﹤0.01%
100
2557
$1.12K ﹤0.01%
98
2558
$1.12K ﹤0.01%
121
2559
$1.12K ﹤0.01%
7
2560
$1.11K ﹤0.01%
79
2561
$1.11K ﹤0.01%
13
+2
2562
$1.11K ﹤0.01%
84
2563
$1.11K ﹤0.01%
7
-2
2564
$1.11K ﹤0.01%
50
2565
$1.09K ﹤0.01%
9
2566
$1.09K ﹤0.01%
22
2567
$1.09K ﹤0.01%
32
+4
2568
$1.08K ﹤0.01%
34
2569
$1.08K ﹤0.01%
75
2570
$1.07K ﹤0.01%
35
2571
$1.06K ﹤0.01%
15
2572
$1.06K ﹤0.01%
29
-163
2573
$1.06K ﹤0.01%
40
2574
$1.05K ﹤0.01%
6
2575
$1.05K ﹤0.01%
155
101 102
103
104 105