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
851
$89K 0.01%
1,039
+1,000
852
$88.1K 0.01%
917
-82
853
$87.8K 0.01%
639
854
$87.6K 0.01%
3,052
-411
855
$87.1K 0.01%
1,839
856
$86.7K 0.01%
2,299
+212
857
$86.7K 0.01%
3,457
+69
858
$86.4K 0.01%
1,617
+1
859
$86.3K 0.01%
1,829
+192
860
$86.3K 0.01%
35
-1
861
$86.3K 0.01%
1,762
+1,326
862
$85.7K 0.01%
1,804
+239
863
$85.4K 0.01%
203
864
$85.1K 0.01%
1,303
-1,639
865
$85K 0.01%
372
+1
866
$85K 0.01%
1,830
-2,569
867
$84.9K 0.01%
1,117
+626
868
$84.8K 0.01%
304
+190
869
$84.8K 0.01%
10,595
+2,142
870
$84.5K 0.01%
1,284
-57
871
$84.3K 0.01%
1,122
-153
872
$83.6K 0.01%
913
-9
873
$83K 0.01%
1,936
+15
874
$82.9K 0.01%
1,000
+18
875
$82.8K 0.01%
4,652
+3,797
33 34
35
36 37