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
2651
$794 ﹤0.01%
5
-2
2652
$788 ﹤0.01%
30
2653
$783 ﹤0.01%
48
2654
$783 ﹤0.01%
1,060
2655
$782 ﹤0.01%
23
2656
$782 ﹤0.01%
18
2657
$778 ﹤0.01%
29
2658
$764 ﹤0.01%
42
2659
$762 ﹤0.01%
100
2660
$759 ﹤0.01%
28
2661
$758 ﹤0.01%
2
2662
$758 ﹤0.01%
97
2663
$757 ﹤0.01%
185
-1,121
2664
$756 ﹤0.01%
+52
2665
$754 ﹤0.01%
200
2666
$749 ﹤0.01%
+8
2667
$746 ﹤0.01%
218
-40
2668
$745 ﹤0.01%
7
2669
$738 ﹤0.01%
300
2670
$733 ﹤0.01%
+170
2671
$732 ﹤0.01%
19
2672
$724 ﹤0.01%
15
2673
$723 ﹤0.01%
10
2674
$723 ﹤0.01%
18
2675
$716 ﹤0.01%
200
105 106
107
108 109