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
926
$75K 0.01%
1,157
927
$74.8K 0.01%
876
-506
928
$74.4K 0.01%
526
+1
929
$74.2K 0.01%
1,663
+1,541
930
$73.8K 0.01%
1,784
-234
931
$73.7K 0.01%
2,916
-2,851
932
$73.7K 0.01%
635
+177
933
$73.6K 0.01%
2,980
+2,030
934
$73.5K 0.01%
1,010
-101
935
$73.2K 0.01%
498
+101
936
$72.9K 0.01%
2,577
937
$72.6K 0.01%
889
938
$72.6K 0.01%
999
+6
939
$72.4K 0.01%
987
-11
940
$72.3K 0.01%
427
+19
941
$72.2K 0.01%
177
+22
942
$72.1K 0.01%
3,316
-2,686
943
$71.9K ﹤0.01%
7,905
944
$71.4K ﹤0.01%
9,752
945
$71.3K ﹤0.01%
3,204
-651
946
$71.1K ﹤0.01%
229
+19
947
$71K ﹤0.01%
+3,152
948
$70.9K ﹤0.01%
2,313
-2,235
949
$70.2K ﹤0.01%
1,492
950
$70.1K ﹤0.01%
5,730
-3,281
36 37
38
39 40