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
551
$240K 0.02%
1,831
+293
552
$239K 0.02%
6,601
+1,263
553
$239K 0.02%
903
+42
554
$238K 0.02%
3,477
-17
555
$238K 0.02%
7,691
-1,654
556
$238K 0.02%
22,348
+1,494
557
$237K 0.02%
5,096
-118
558
$236K 0.02%
2,745
+308
559
$235K 0.02%
2,162
+131
560
$233K 0.02%
2,545
+6
561
$232K 0.02%
1,101
+284
562
$232K 0.02%
12,025
+1,141
563
$232K 0.02%
5,036
-8,537
564
$230K 0.02%
11,121
+96
565
$227K 0.02%
35,745
-12,407
566
$226K 0.02%
39,447
+120
567
$224K 0.02%
4,355
+1,174
568
$223K 0.02%
773
-207
569
$222K 0.02%
3,160
-29
570
$221K 0.02%
1,824
+865
571
$218K 0.02%
6,777
+3,677
572
$217K 0.01%
2,100
-50
573
$216K 0.01%
4,637
+616
574
$216K 0.01%
3,456
+816
575
$214K 0.01%
3,604
-4,747
21 22
23
24 25