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
376
$483K 0.03%
9,481
+194
377
$483K 0.03%
2,689
+559
378
$482K 0.03%
19,409
-153
379
$480K 0.03%
5,469
380
$480K 0.03%
22,119
+5,593
381
$478K 0.03%
5,367
-349
382
$474K 0.03%
1,937
+942
383
$471K 0.03%
9,568
-55
384
$469K 0.03%
6,863
+76
385
$464K 0.03%
10,315
+1,015
386
$463K 0.03%
4,560
+652
387
$462K 0.03%
1,441
+33
388
$461K 0.03%
4,188
+1,043
389
$461K 0.03%
7,313
+207
390
$461K 0.03%
1,515
+12
391
$457K 0.03%
3,534
+309
392
$454K 0.03%
9,554
+2,274
393
$452K 0.03%
5,500
-2,436
394
$438K 0.03%
5,717
+1,052
395
$436K 0.03%
3,074
-342
396
$434K 0.03%
3,420
+175
397
$430K 0.03%
17,755
+9,860
398
$429K 0.03%
8,942
-1,929
399
$426K 0.03%
8,991
-394
400
$425K 0.03%
7,046
-109
14 15
16
17 18