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
401
$423K 0.03%
8,540
-872
402
$422K 0.03%
7,397
-7,123
403
$418K 0.03%
4,727
+96
404
$417K 0.03%
1,564
+127
405
$414K 0.03%
14,818
+2,374
406
$412K 0.03%
3,658
407
$412K 0.03%
14,850
-250
408
$412K 0.03%
1,372
+203
409
$409K 0.03%
5,516
-1,758
410
$408K 0.03%
7,000
+2,691
411
$397K 0.03%
34,172
-6,597
412
$397K 0.03%
1,714
+415
413
$391K 0.03%
5,413
-1,642
414
$390K 0.03%
13,836
415
$390K 0.03%
15,104
+567
416
$385K 0.03%
6,222
+15
417
$384K 0.03%
3,864
-543
418
$384K 0.03%
5,693
+3,576
419
$378K 0.03%
8,313
+105
420
$376K 0.03%
5,943
421
$373K 0.03%
4,390
+651
422
$373K 0.03%
131,830
423
$371K 0.03%
15,368
+2,544
424
$370K 0.03%
12,847
-428
425
$370K 0.03%
4,835
+43
15 16
17
18 19