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
726
$133K 0.01%
4,376
+1,296
727
$133K 0.01%
1,360
+277
728
$133K 0.01%
1,406
+15
729
$133K 0.01%
947
+707
730
$133K 0.01%
4,392
731
$133K 0.01%
707
+6
732
$131K 0.01%
7,251
+2,351
733
$131K 0.01%
733
+159
734
$130K 0.01%
2,369
+1,816
735
$130K 0.01%
1,634
-125
736
$129K 0.01%
3,642
+110
737
$128K 0.01%
914
+139
738
$128K 0.01%
2,609
+22
739
$128K 0.01%
4,628
+2,322
740
$128K 0.01%
6,000
741
$127K 0.01%
1,267
+708
742
$127K 0.01%
5,756
+1,124
743
$127K 0.01%
3,070
+16
744
$126K 0.01%
582
-4
745
$126K 0.01%
2,003
+317
746
$126K 0.01%
1,469
+137
747
$125K 0.01%
6,444
748
$123K 0.01%
2,368
+34
749
$123K 0.01%
1,939
+1,883
750
$122K 0.01%
4,371
+200
28 29
30
31 32