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
751
$122K 0.01%
6,131
+2,006
752
$121K 0.01%
362
+157
753
$121K 0.01%
901
+78
754
$120K 0.01%
467
-55
755
$120K 0.01%
2,635
+4
756
$120K 0.01%
2,072
+51
757
$120K 0.01%
7,873
+10
758
$119K 0.01%
550
-134
759
$119K 0.01%
1,915
+40
760
$118K 0.01%
2,939
+200
761
$117K 0.01%
2,873
+2,073
762
$117K 0.01%
4,139
+672
763
$117K 0.01%
7,206
-36
764
$117K 0.01%
2,057
-898
765
$117K 0.01%
1,119
+610
766
$115K 0.01%
913
+9
767
$115K 0.01%
2,785
+281
768
$114K 0.01%
1,032
-57
769
$114K 0.01%
3,141
+9
770
$113K 0.01%
700
771
$113K 0.01%
7,304
-748
772
$112K 0.01%
2,518
+9
773
$112K 0.01%
4,667
+1,749
774
$112K 0.01%
9,716
775
$112K 0.01%
2,034
+1,019
29 30
31
32 33