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
676
$156K 0.01%
3,470
677
$155K 0.01%
2,082
+114
678
$155K 0.01%
236
+19
679
$154K 0.01%
3,187
-81
680
$154K 0.01%
2,328
+88
681
$152K 0.01%
+3,680
682
$152K 0.01%
1,727
-221
683
$151K 0.01%
4,660
+2,155
684
$149K 0.01%
+16,139
685
$149K 0.01%
6,606
686
$148K 0.01%
3,943
-88
687
$148K 0.01%
617
+253
688
$148K 0.01%
988
-8
689
$147K 0.01%
1,433
+255
690
$147K 0.01%
450
+111
691
$146K 0.01%
412
-8
692
$146K 0.01%
5,974
+1,164
693
$146K 0.01%
1,521
+317
694
$146K 0.01%
3,763
+115
695
$144K 0.01%
6,008
-1,129
696
$144K 0.01%
9,636
+9,054
697
$144K 0.01%
657
+21
698
$144K 0.01%
12,842
+27
699
$144K 0.01%
4,082
700
$143K 0.01%
2,301
+264
26 27
28
29 30