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
2976
$74 ﹤0.01%
5
-80
2977
$71 ﹤0.01%
+75
2978
$71 ﹤0.01%
3
2979
$71 ﹤0.01%
3
2980
$69 ﹤0.01%
1
2981
$69 ﹤0.01%
15
2982
$69 ﹤0.01%
45
2983
– –
0
2984
$63 ﹤0.01%
6
2985
$59 ﹤0.01%
7
2986
$58 ﹤0.01%
40
2987
$58 ﹤0.01%
1
2988
$58 ﹤0.01%
8
2989
$57 ﹤0.01%
2
2990
$57 ﹤0.01%
16
2991
$54 ﹤0.01%
1
2992
$52 ﹤0.01%
23
+22
2993
$48 ﹤0.01%
1
2994
$43 ﹤0.01%
6
2995
$42 ﹤0.01%
10
2996
$41 ﹤0.01%
4
2997
$41 ﹤0.01%
2
2998
$40 ﹤0.01%
11
2999
$36 ﹤0.01%
1
-3
3000
$32 ﹤0.01%
3
-135
118 119
120
121 122