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
1101
$48.4K ﹤0.01%
+1,100
1102
$48.3K ﹤0.01%
1,024
1103
$48.3K ﹤0.01%
2,135
+1,270
1104
$48.2K ﹤0.01%
1,169
+845
1105
$48.1K ﹤0.01%
801
-30
1106
$48K ﹤0.01%
374
1107
$47.9K ﹤0.01%
750
1108
$47.8K ﹤0.01%
2,259
+15
1109
$47.6K ﹤0.01%
666
+653
1110
$47.6K ﹤0.01%
1,230
+183
1111
$47.5K ﹤0.01%
424
-59
1112
$47.2K ﹤0.01%
476
+23
1113
$47.2K ﹤0.01%
264
-3
1114
$47.1K ﹤0.01%
521
1115
$47.1K ﹤0.01%
416
1116
$47.1K ﹤0.01%
920
+870
1117
$47K ﹤0.01%
2,849
-6,937
1118
$47K ﹤0.01%
888
+14
1119
$46.9K ﹤0.01%
481
+185
1120
$46.5K ﹤0.01%
895
-11
1121
$46.5K ﹤0.01%
3,859
1122
$46.3K ﹤0.01%
65
+2
1123
$46.2K ﹤0.01%
463
1124
$46.2K ﹤0.01%
1,554
+1,281
1125
$46.1K ﹤0.01%
472
-203
43 44
45
46 47