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
2776
$458 ﹤0.01%
5
-3
2777
$457 ﹤0.01%
+17
2778
$456 ﹤0.01%
45
2779
$455 ﹤0.01%
44
2780
$454 ﹤0.01%
4
2781
$453 ﹤0.01%
2
2782
$453 ﹤0.01%
+60
2783
$450 ﹤0.01%
33
-37
2784
$447 ﹤0.01%
100
2785
$444 ﹤0.01%
800
2786
$437 ﹤0.01%
8
-6
2787
$437 ﹤0.01%
12
2788
$433 ﹤0.01%
119
2789
$432 ﹤0.01%
7
2790
$430 ﹤0.01%
4
2791
$429 ﹤0.01%
3
2792
$428 ﹤0.01%
6
+4
2793
$427 ﹤0.01%
7
2794
$425 ﹤0.01%
7
2795
$414 ﹤0.01%
7
2796
$413 ﹤0.01%
15
2797
$411 ﹤0.01%
30
2798
$410 ﹤0.01%
7
2799
$410 ﹤0.01%
+5
2800
$403 ﹤0.01%
36
110 111
112
113 114