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
1201
$39K ﹤0.01%
423
1202
$39K ﹤0.01%
1,648
+900
1203
$38.9K ﹤0.01%
301
-3
1204
$38.7K ﹤0.01%
739
-294
1205
$38.7K ﹤0.01%
829
+236
1206
$38.7K ﹤0.01%
+1,806
1207
$38.6K ﹤0.01%
472
+168
1208
$38.6K ﹤0.01%
1,159
+424
1209
$38.6K ﹤0.01%
1,369
-200
1210
$38.6K ﹤0.01%
4,310
-131
1211
$38.6K ﹤0.01%
447
1212
$38.5K ﹤0.01%
343
+145
1213
$38.4K ﹤0.01%
1,232
+144
1214
$38.3K ﹤0.01%
319
+96
1215
$38.2K ﹤0.01%
+500
1216
$38K ﹤0.01%
323
-126
1217
$37.7K ﹤0.01%
648
+38
1218
$37.6K ﹤0.01%
492
+92
1219
$37.6K ﹤0.01%
151
1220
$37.6K ﹤0.01%
930
+431
1221
$37.5K ﹤0.01%
315
-73
1222
$37.4K ﹤0.01%
349
+6
1223
$37.4K ﹤0.01%
+456
1224
$37.4K ﹤0.01%
909
+359
1225
$37.3K ﹤0.01%
134
+38
47 48
49
50 51