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
2601
$977 ﹤0.01%
6
2602
$971 ﹤0.01%
28
+21
2603
$970 ﹤0.01%
40
2604
$962 ﹤0.01%
41
2605
$957 ﹤0.01%
13
2606
$944 ﹤0.01%
10
+6
2607
$942 ﹤0.01%
6
2608
$942 ﹤0.01%
102
2609
$939 ﹤0.01%
66
2610
$938 ﹤0.01%
18
+1
2611
$935 ﹤0.01%
23
2612
$933 ﹤0.01%
21
2613
$933 ﹤0.01%
307
-637
2614
$932 ﹤0.01%
4
2615
$930 ﹤0.01%
14
2616
$928 ﹤0.01%
19
2617
$925 ﹤0.01%
500
2618
$920 ﹤0.01%
+12
2619
$919 ﹤0.01%
112
2620
$915 ﹤0.01%
106
2621
$911 ﹤0.01%
15
2622
$905 ﹤0.01%
52
-140
2623
$898 ﹤0.01%
17
2624
$896 ﹤0.01%
5
2625
$890 ﹤0.01%
+420
103 104
105
106 107