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
1076
$51.4K ﹤0.01%
1,721
+219
1077
$51.1K ﹤0.01%
5,025
1078
$51K ﹤0.01%
1,442
+391
1079
$50.8K ﹤0.01%
5,024
-963
1080
$50.7K ﹤0.01%
2,154
+92
1081
$50.6K ﹤0.01%
2,071
+704
1082
$50.3K ﹤0.01%
1,106
+9
1083
$50.1K ﹤0.01%
390
+208
1084
$49.9K ﹤0.01%
1,895
+140
1085
$49.8K ﹤0.01%
674
+1
1086
$49.8K ﹤0.01%
635
+305
1087
$49.7K ﹤0.01%
297
+54
1088
$49.6K ﹤0.01%
879
1089
$49.4K ﹤0.01%
1,086
-370
1090
$49.3K ﹤0.01%
650
+365
1091
$49.3K ﹤0.01%
473
-44
1092
$49K ﹤0.01%
1,060
-1
1093
$48.9K ﹤0.01%
572
+266
1094
$48.8K ﹤0.01%
1,300
1095
$48.7K ﹤0.01%
1,484
+1,284
1096
$48.7K ﹤0.01%
925
+325
1097
$48.6K ﹤0.01%
812
+50
1098
$48.5K ﹤0.01%
3,135
-65
1099
$48.5K ﹤0.01%
859
+227
1100
$48.5K ﹤0.01%
1,200
42 43
44
45 46