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
876
$82.8K 0.01%
3,781
-76
877
$82.6K 0.01%
425
+153
878
$82.3K 0.01%
1,108
-5
879
$82.2K 0.01%
1,942
-1,282
880
$81.9K 0.01%
1,606
-855
881
$81.8K 0.01%
12,630
+2,050
882
$81.8K 0.01%
7,345
883
$81.8K 0.01%
3,500
884
$81.4K 0.01%
528
-48
885
$81.3K 0.01%
+3,707
886
$81.3K 0.01%
+3,654
887
$81.2K 0.01%
+3,763
888
$81.1K 0.01%
3,724
+41
889
$81K 0.01%
1,504
+704
890
$81K 0.01%
1,377
-18
891
$80.5K 0.01%
6,906
-2,493
892
$80.3K 0.01%
4,868
+4,000
893
$80.2K 0.01%
1,824
+85
894
$79.9K 0.01%
1,563
+30
895
$79.8K 0.01%
875
-441
896
$79.7K 0.01%
601
-77
897
$79.6K 0.01%
825
898
$79.4K 0.01%
800
899
$79.4K 0.01%
472
+210
900
$79.2K 0.01%
3,492
+1,391
34 35
36
37 38