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
526
$255K 0.02%
2,031
+1,420
527
$254K 0.02%
3,023
+6
528
$253K 0.02%
5,863
+2,544
529
$253K 0.02%
13,376
+1,963
530
$252K 0.02%
2,920
-1,040
531
$251K 0.02%
30,000
-11,000
532
$250K 0.02%
3,700
+152
533
$250K 0.02%
1,460
-14
534
$249K 0.02%
34,280
+34,243
535
$247K 0.02%
2,634
+16
536
$246K 0.02%
632
+35
537
$246K 0.02%
3,421
+105
538
$246K 0.02%
5,973
+333
539
$245K 0.02%
3,611
-3,521
540
$245K 0.02%
11,008
+2,480
541
$244K 0.02%
9,019
+19
542
$244K 0.02%
1,639
+2
543
$244K 0.02%
+19,867
544
$243K 0.02%
7,853
+906
545
$242K 0.02%
5,646
+2
546
$242K 0.02%
950
+14
547
$242K 0.02%
2,935
+11
548
$241K 0.02%
5,889
+81
549
$241K 0.02%
1,015
+561
550
$241K 0.02%
13,038
+513
20 21
22
23 24