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
626
$178K 0.01%
2,582
+19
627
$177K 0.01%
4,244
+160
628
$177K 0.01%
15,746
+48
629
$176K 0.01%
8,802
+375
630
$175K 0.01%
496
631
$175K 0.01%
5,196
+899
632
$174K 0.01%
5,443
-52
633
$174K 0.01%
2,467
+54
634
$173K 0.01%
4,306
-1
635
$173K 0.01%
369
-139
636
$173K 0.01%
1,786
+5
637
$172K 0.01%
4,108
+153
638
$172K 0.01%
6,945
-987
639
$172K 0.01%
3,711
640
$172K 0.01%
5,772
-654
641
$172K 0.01%
1,629
+219
642
$171K 0.01%
3,893
+1
643
$171K 0.01%
2,669
+36
644
$171K 0.01%
1,978
+864
645
$170K 0.01%
3,786
-1,418
646
$170K 0.01%
+7,447
647
$169K 0.01%
17,787
-455
648
$169K 0.01%
1,302
+450
649
$168K 0.01%
1,362
+111
650
$168K 0.01%
10,539
+100
24 25
26
27 28