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
251
$1.06M 0.07%
17,327
-13,306
252
$1.06M 0.07%
36,746
+6,587
253
$1.06M 0.07%
13,877
+1,259
254
$1.05M 0.07%
3,394
+16
255
$996K 0.07%
43,286
+12,919
256
$988K 0.07%
15,537
+1,466
257
$986K 0.07%
38,062
-13,836
258
$967K 0.07%
6,125
-3
259
$967K 0.07%
47,202
+2,214
260
$967K 0.07%
15,203
+19
261
$964K 0.07%
25,586
+25,554
262
$949K 0.07%
7,019
+1,779
263
$949K 0.07%
17,382
-112
264
$936K 0.06%
12,051
+919
265
$935K 0.06%
22,872
+4,455
266
$934K 0.06%
6,399
+1,338
267
$925K 0.06%
13,193
+1,154
268
$923K 0.06%
50,028
+1,011
269
$916K 0.06%
14,111
-8,991
270
$909K 0.06%
13,401
-176
271
$901K 0.06%
15,579
+3
272
$895K 0.06%
17,075
+284
273
$888K 0.06%
10,892
+469
274
$884K 0.06%
36,636
+6,289
275
$879K 0.06%
16,726
+2,250
9 10
11
12 13