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
801
$105K 0.01%
2,305
-464
802
$103K 0.01%
305
-10
803
$103K 0.01%
1,106
+5
804
$103K 0.01%
4,546
+3,596
805
$103K 0.01%
1,571
+1,171
806
$103K 0.01%
1,757
-253
807
$103K 0.01%
2,965
+2,677
808
$103K 0.01%
304
+14
809
$103K 0.01%
3,503
+2,135
810
$102K 0.01%
1,329
+359
811
$102K 0.01%
1,713
-105
812
$102K 0.01%
3,500
-60
813
$101K 0.01%
1,810
-4,344
814
$101K 0.01%
708
+8
815
$100K 0.01%
1,789
816
$100K 0.01%
3,393
+185
817
$99.6K 0.01%
+1,921
818
$99.4K 0.01%
1,622
+1,130
819
$99.3K 0.01%
12,321
-515
820
$99K 0.01%
9,758
+500
821
$98.9K 0.01%
1,235
+1
822
$98.1K 0.01%
608
+41
823
$97.6K 0.01%
2,040
-1,079
824
$97.6K 0.01%
1,258
+40
825
$97.5K 0.01%
2,501
+1
31 32
33
34 35