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
776
$112K 0.01%
1,210
+1,165
777
$112K 0.01%
6,427
+670
778
$112K 0.01%
7,335
-925
779
$112K 0.01%
1,277
+886
780
$110K 0.01%
2,258
+145
781
$110K 0.01%
1,656
782
$110K 0.01%
2,793
+646
783
$110K 0.01%
2,725
784
$109K 0.01%
6,421
+72
785
$108K 0.01%
784
-17
786
$108K 0.01%
4,041
+41
787
$108K 0.01%
2,913
+269
788
$108K 0.01%
2,831
+6
789
$108K 0.01%
1,916
+860
790
$108K 0.01%
582
-11
791
$107K 0.01%
248
+7
792
$107K 0.01%
8,412
+1,544
793
$107K 0.01%
1,204
+4
794
$106K 0.01%
825
+5
795
$106K 0.01%
1,507
796
$106K 0.01%
6,938
-920
797
$106K 0.01%
3,478
+33
798
$105K 0.01%
4,800
+1,338
799
$105K 0.01%
2,021
+44
800
$105K 0.01%
2,123
-1,200
30 31
32
33 34