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
1126
$45.9K ﹤0.01%
1,166
1127
$45.5K ﹤0.01%
522
1128
$45.4K ﹤0.01%
928
+13
1129
$45.3K ﹤0.01%
1,056
+131
1130
$45.3K ﹤0.01%
2,114
+120
1131
$45.3K ﹤0.01%
1,846
+201
1132
$45.2K ﹤0.01%
1,554
+259
1133
$45.2K ﹤0.01%
313
1134
$45K ﹤0.01%
371
+173
1135
$44.9K ﹤0.01%
1,590
+111
1136
$44.7K ﹤0.01%
1,320
+25
1137
$44.7K ﹤0.01%
1,644
1138
$44.5K ﹤0.01%
+767
1139
$44.2K ﹤0.01%
513
+22
1140
$44.1K ﹤0.01%
361
+1
1141
$43.9K ﹤0.01%
1,059
+870
1142
$43.9K ﹤0.01%
877
-312
1143
$43.8K ﹤0.01%
425
+60
1144
$43.7K ﹤0.01%
865
+683
1145
$43.6K ﹤0.01%
3,026
+2,146
1146
$43.4K ﹤0.01%
883
-320
1147
$43K ﹤0.01%
1,428
1148
$43K ﹤0.01%
304
-338
1149
$42.9K ﹤0.01%
+4,675
1150
$42.9K ﹤0.01%
1,074
44 45
46
47 48