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
451
$333K 0.02%
1,741
+521
452
$333K 0.02%
2,029
+106
453
$333K 0.02%
6,601
+137
454
$332K 0.02%
6,641
+3,402
455
$332K 0.02%
2,521
+1,332
456
$332K 0.02%
2,371
-54
457
$331K 0.02%
6,619
+375
458
$329K 0.02%
8,815
+588
459
$327K 0.02%
6,566
+976
460
$325K 0.02%
16,153
+1,828
461
$325K 0.02%
6,084
-77
462
$325K 0.02%
1,310
+2
463
$323K 0.02%
3,847
+1,145
464
$322K 0.02%
7,561
+456
465
$321K 0.02%
1,455
-121
466
$320K 0.02%
7,219
-946
467
$318K 0.02%
7,711
-762
468
$317K 0.02%
4,098
+1,678
469
$317K 0.02%
12,400
+5,777
470
$316K 0.02%
4,543
+1,199
471
$315K 0.02%
14,288
-3,486
472
$314K 0.02%
5,928
+458
473
$314K 0.02%
7,832
-100
474
$313K 0.02%
3,126
+1,165
475
$313K 0.02%
6,921
+2,199
17 18
19
20 21