GRP

Global Retirement Partners Portfolio holdings

AUM $4.04B
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
51
$5.65M 0.39%
56,677
+54,815
52
$5.58M 0.38%
66,770
-15,332
53
$5.44M 0.37%
26,678
+4,097
54
$5.39M 0.37%
13,882
+540
55
$5.33M 0.37%
70,898
+2,911
56
$5.28M 0.36%
32,678
+5,110
57
$5.14M 0.35%
11,267
-9
58
$5.12M 0.35%
53,483
+923
59
$4.99M 0.34%
55,202
+2,047
60
$4.8M 0.33%
56,609
+15,163
61
$4.75M 0.33%
39,419
+381
62
$4.7M 0.32%
54,051
+4,095
63
$4.69M 0.32%
55,385
+8,534
64
$4.67M 0.32%
60,208
+210
65
$4.66M 0.32%
43,814
+4,355
66
$4.64M 0.32%
90,491
+7,927
67
$4.53M 0.31%
37,565
-1,639
68
$4.5M 0.31%
25,464
+1,196
69
$4.5M 0.31%
89,337
+2,718
70
$4.48M 0.31%
29,553
+1,040
71
$4.45M 0.31%
12,160
+782
72
$4.39M 0.3%
18,332
-399
73
$4.39M 0.3%
99,846
+14,354
74
$4.34M 0.3%
68,298
-10,036
75
$4.24M 0.29%
174,449
+36,632
1 2
3
4 5