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
1051
$54.5K ﹤0.01%
2,384
-764
1052
$54.4K ﹤0.01%
1,199
1053
$54.1K ﹤0.01%
3,031
+17
1054
$54K ﹤0.01%
974
+78
1055
$53.9K ﹤0.01%
1,229
-110
1056
$53.9K ﹤0.01%
1,128
+662
1057
$53.9K ﹤0.01%
1,000
+997
1058
$53.9K ﹤0.01%
2,151
+46
1059
$53.8K ﹤0.01%
1,060
+1,016
1060
$53.5K ﹤0.01%
423
-5
1061
$53.5K ﹤0.01%
+7,086
1062
$53.5K ﹤0.01%
4,753
+1,753
1063
$53.5K ﹤0.01%
2,086
1064
$53.2K ﹤0.01%
336
+2
1065
$53.1K ﹤0.01%
+1,092
1066
$53K ﹤0.01%
643
1067
$53K ﹤0.01%
319
1068
$52.4K ﹤0.01%
3,960
+96
1069
$52.3K ﹤0.01%
250
+2
1070
$52.3K ﹤0.01%
307
+282
1071
$52K ﹤0.01%
2,883
+2,876
1072
$51.8K ﹤0.01%
831
+1
1073
$51.8K ﹤0.01%
1,540
+13
1074
$51.6K ﹤0.01%
621
+148
1075
$51.5K ﹤0.01%
899
+111
41 42
43
44 45