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
826
$97K 0.01%
4,050
827
$96.9K 0.01%
3,519
+21
828
$96.8K 0.01%
2,428
+306
829
$96.7K 0.01%
3,202
+1,327
830
$96.1K 0.01%
1,339
+7
831
$96K 0.01%
2,680
832
$96K 0.01%
133
-25
833
$95.9K 0.01%
2,741
834
$95.8K 0.01%
3,949
-500
835
$95.4K 0.01%
1,695
-255
836
$95.2K 0.01%
8,549
+896
837
$94.9K 0.01%
591
-12
838
$94.8K 0.01%
942
-295
839
$93.5K 0.01%
8,512
840
$92.4K 0.01%
2,221
841
$91.9K 0.01%
1,783
842
$91.7K 0.01%
1,567
-27
843
$91.6K 0.01%
2,044
+81
844
$91.1K 0.01%
1,815
+490
845
$90.6K 0.01%
1,325
-14
846
$90.3K 0.01%
2,636
-417
847
$89.8K 0.01%
3,541
-818
848
$89.8K 0.01%
1,921
+48
849
$89.6K 0.01%
7,731
850
$89.2K 0.01%
838
+357
32 33
34
35 36