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
2576
$1.05K ﹤0.01%
21
2577
$1.04K ﹤0.01%
26
-10
2578
$1.04K ﹤0.01%
31
+2
2579
$1.04K ﹤0.01%
51
2580
$1.04K ﹤0.01%
81
-33
2581
$1.04K ﹤0.01%
7
+5
2582
$1.03K ﹤0.01%
+21
2583
$1.03K ﹤0.01%
303
2584
$1.03K ﹤0.01%
15
2585
$1.03K ﹤0.01%
100
2586
$1.02K ﹤0.01%
+284
2587
$1.02K ﹤0.01%
+25
2588
$1.02K ﹤0.01%
11
2589
$1.02K ﹤0.01%
56
2590
$1.01K ﹤0.01%
114
2591
$1K ﹤0.01%
+35
2592
$1K ﹤0.01%
22
2593
$1K ﹤0.01%
99
2594
$997 ﹤0.01%
27
2595
$995 ﹤0.01%
49
-37
2596
$994 ﹤0.01%
3
2597
$993 ﹤0.01%
7
2598
$992 ﹤0.01%
34
+7
2599
$989 ﹤0.01%
94
2600
$979 ﹤0.01%
10
102 103
104
105 106