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
1001
$60.1K ﹤0.01%
1,065
+1
1002
$60.1K ﹤0.01%
384
-5
1003
$60K ﹤0.01%
1,011
1004
$59.7K ﹤0.01%
643
+361
1005
$59.5K ﹤0.01%
1,166
1006
$59.4K ﹤0.01%
341
1007
$59.3K ﹤0.01%
1,841
1008
$59.3K ﹤0.01%
1,088
-3,303
1009
$59.2K ﹤0.01%
347
+157
1010
$59.2K ﹤0.01%
679
+45
1011
$59.2K ﹤0.01%
6,151
1012
$59.1K ﹤0.01%
248
+33
1013
$59K ﹤0.01%
1,440
+3
1014
$59K ﹤0.01%
3,412
+1,012
1015
$58.9K ﹤0.01%
258
1016
$58.7K ﹤0.01%
5,676
+21
1017
$58.7K ﹤0.01%
1,788
-22
1018
$58.6K ﹤0.01%
1,060
1019
$58.5K ﹤0.01%
655
1020
$58.1K ﹤0.01%
1,640
+236
1021
$58.1K ﹤0.01%
900
+123
1022
$58.1K ﹤0.01%
515
+400
1023
$58K ﹤0.01%
15,680
+15,000
1024
$57.9K ﹤0.01%
2,154
+31
1025
$57.7K ﹤0.01%
423
+11
39 40
41
42 43