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
1151
$42.8K ﹤0.01%
911
+315
1152
$42.8K ﹤0.01%
357
-11
1153
$42.7K ﹤0.01%
1,436
+1,152
1154
$42.6K ﹤0.01%
1,038
-93
1155
$42.6K ﹤0.01%
1,310
1156
$42.5K ﹤0.01%
1,003
-549
1157
$42.5K ﹤0.01%
398
1158
$42.5K ﹤0.01%
673
+175
1159
$42.3K ﹤0.01%
2,478
+850
1160
$42.3K ﹤0.01%
898
-4
1161
$42.3K ﹤0.01%
863
+464
1162
$42.2K ﹤0.01%
873
+834
1163
$42.2K ﹤0.01%
2,221
+1,936
1164
$42.1K ﹤0.01%
+1,225
1165
$42.1K ﹤0.01%
1,630
1166
$41.8K ﹤0.01%
1,021
+621
1167
$41.7K ﹤0.01%
724
-3
1168
$41.7K ﹤0.01%
872
1169
$41.7K ﹤0.01%
523
-99
1170
$41.6K ﹤0.01%
503
+103
1171
$41.5K ﹤0.01%
1,574
+204
1172
$41.1K ﹤0.01%
195
+7
1173
$41.1K ﹤0.01%
1,433
-760
1174
$41K ﹤0.01%
+1,869
1175
$40.9K ﹤0.01%
906
-2,190
45 46
47
48 49