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
701
$142K 0.01%
2,025
+1,456
702
$141K 0.01%
5,086
+2,812
703
$140K 0.01%
1,625
+6
704
$140K 0.01%
2,608
-21
705
$139K 0.01%
7,564
+1,330
706
$139K 0.01%
590
+129
707
$139K 0.01%
5,781
+854
708
$138K 0.01%
3,087
+727
709
$138K 0.01%
1,315
+51
710
$138K 0.01%
596
+23
711
$138K 0.01%
2,127
+181
712
$137K 0.01%
3,549
+1,325
713
$137K 0.01%
3,845
+2,530
714
$136K 0.01%
1,626
+1,008
715
$136K 0.01%
1,413
+7
716
$135K 0.01%
2,882
+949
717
$135K 0.01%
2,707
718
$135K 0.01%
4,492
+26
719
$135K 0.01%
984
+405
720
$134K 0.01%
2,002
+117
721
$134K 0.01%
4,042
-771
722
$134K 0.01%
878
+7
723
$134K 0.01%
5,400
+2,277
724
$133K 0.01%
8,242
-2,022
725
$133K 0.01%
1,177
+371
27 28
29
30 31