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
2876
$290 ﹤0.01%
+5
2877
$289 ﹤0.01%
23
2878
$289 ﹤0.01%
53
2879
$287 ﹤0.01%
6
2880
$286 ﹤0.01%
10
2881
$286 ﹤0.01%
6
2882
$284 ﹤0.01%
8
-8
2883
$283 ﹤0.01%
6
2884
$281 ﹤0.01%
+3
2885
$279 ﹤0.01%
8
2886
$279 ﹤0.01%
+10
2887
$276 ﹤0.01%
6
2888
$276 ﹤0.01%
272
2889
$276 ﹤0.01%
+7
2890
$274 ﹤0.01%
+2
2891
$274 ﹤0.01%
38
2892
$273 ﹤0.01%
3
-97
2893
$271 ﹤0.01%
7
2894
$270 ﹤0.01%
13
-12
2895
$270 ﹤0.01%
28
2896
$270 ﹤0.01%
+15
2897
$270 ﹤0.01%
169
2898
$269 ﹤0.01%
13
-10
2899
$269 ﹤0.01%
+5
2900
$268 ﹤0.01%
+7
114 115
116
117 118