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
651
$167K 0.01%
5,068
+4
652
$167K 0.01%
4,294
+1,813
653
$166K 0.01%
1,745
+417
654
$166K 0.01%
10,408
-1,760
655
$166K 0.01%
797
+21
656
$166K 0.01%
1,814
+153
657
$166K 0.01%
356
-23
658
$165K 0.01%
953
-133
659
$164K 0.01%
7,689
660
$164K 0.01%
1,599
+23
661
$164K 0.01%
9,591
+185
662
$164K 0.01%
1,037
+21
663
$162K 0.01%
5,718
+1,567
664
$161K 0.01%
4,370
665
$161K 0.01%
2,744
-305
666
$161K 0.01%
3,613
+130
667
$160K 0.01%
1,282
+35
668
$159K 0.01%
1,711
+5
669
$159K 0.01%
2,012
+29
670
$159K 0.01%
6,441
+1,695
671
$158K 0.01%
1,729
-289
672
$158K 0.01%
4,489
+886
673
$157K 0.01%
6,388
+1,908
674
$156K 0.01%
855
+173
675
$156K 0.01%
2,482
-459
25 26
27
28 29