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
976
$65.7K ﹤0.01%
2,010
-276
977
$65.2K ﹤0.01%
828
-24
978
$65.2K ﹤0.01%
+1,497
979
$65.2K ﹤0.01%
1,069
+252
980
$64.9K ﹤0.01%
1,707
+7
981
$64.8K ﹤0.01%
4,155
-1,113
982
$64.8K ﹤0.01%
21,963
-7,526
983
$64.6K ﹤0.01%
2,247
-9
984
$64.5K ﹤0.01%
+3,453
985
$64.4K ﹤0.01%
2,045
+1,515
986
$64.3K ﹤0.01%
2,690
+1,065
987
$64.3K ﹤0.01%
5,612
-461
988
$64.2K ﹤0.01%
1,457
+1
989
$64K ﹤0.01%
794
+16
990
$63.9K ﹤0.01%
2,062
+287
991
$63.7K ﹤0.01%
1,106
+954
992
$63.2K ﹤0.01%
209
+18
993
$63K ﹤0.01%
1,275
+17
994
$62.7K ﹤0.01%
2,317
+67
995
$62.6K ﹤0.01%
2,096
+462
996
$62.4K ﹤0.01%
1,385
+194
997
$62.2K ﹤0.01%
1,415
+404
998
$61.6K ﹤0.01%
5,531
+592
999
$61.5K ﹤0.01%
9,581
+141
1000
$60.7K ﹤0.01%
2,090
38 39
40
41 42