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
951
$70K ﹤0.01%
342
952
$69.9K ﹤0.01%
871
+258
953
$69.5K ﹤0.01%
+2,780
954
$69.5K ﹤0.01%
4,043
+132
955
$69.5K ﹤0.01%
847
+69
956
$69.4K ﹤0.01%
1,624
957
$68.8K ﹤0.01%
1,792
958
$68.6K ﹤0.01%
2,453
-407
959
$68.6K ﹤0.01%
2,213
+530
960
$68.5K ﹤0.01%
5,748
961
$68.3K ﹤0.01%
347
+125
962
$68.2K ﹤0.01%
3,958
-665
963
$68.1K ﹤0.01%
354
-12
964
$68K ﹤0.01%
1,803
+636
965
$67.9K ﹤0.01%
1,426
+5
966
$67.7K ﹤0.01%
2,615
967
$67.6K ﹤0.01%
4,756
+97
968
$67.4K ﹤0.01%
5,306
+4,362
969
$67.3K ﹤0.01%
2,366
+2
970
$67.1K ﹤0.01%
1,195
971
$66.5K ﹤0.01%
1,708
972
$66.4K ﹤0.01%
+2,766
973
$66.1K ﹤0.01%
205
-3
974
$66K ﹤0.01%
1,781
+1,772
975
$65.8K ﹤0.01%
285
-200
37 38
39
40 41