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
901
$79K 0.01%
1,008
-157
902
$78.7K 0.01%
1,340
-194
903
$78.7K 0.01%
1,005
-78
904
$78.4K 0.01%
6,816
-102
905
$78.2K 0.01%
376
+25
906
$78.1K 0.01%
153
+2
907
$78.1K 0.01%
1,007
908
$78K 0.01%
1,176
+570
909
$77.9K 0.01%
1,613
+6
910
$77.7K 0.01%
2,821
911
$77.6K 0.01%
4,601
+57
912
$77.1K 0.01%
1,026
-97
913
$76.8K 0.01%
+2,327
914
$76.7K 0.01%
3,640
+1,796
915
$76.7K 0.01%
773
+283
916
$76.2K 0.01%
5,406
+373
917
$76K 0.01%
2,848
918
$76K 0.01%
917
+81
919
$76K 0.01%
1,921
+5
920
$75.3K 0.01%
200
+12
921
$75.2K 0.01%
1,031
-279
922
$75.2K 0.01%
3,788
+1,595
923
$75.1K 0.01%
6,140
924
$75.1K 0.01%
523
+95
925
$75K 0.01%
7,293
35 36
37
38 39