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
1226
$37.3K ﹤0.01%
418
1227
$37.3K ﹤0.01%
10,477
1228
$37.3K ﹤0.01%
5,269
+1
1229
$37.2K ﹤0.01%
5,939
-78
1230
$37.2K ﹤0.01%
829
-408
1231
$37K ﹤0.01%
1,760
+217
1232
$36.3K ﹤0.01%
1,016
+300
1233
$36.1K ﹤0.01%
533
+1
1234
$35.9K ﹤0.01%
725
+248
1235
$35.9K ﹤0.01%
1,000
1236
$35.9K ﹤0.01%
204
-34
1237
$35.7K ﹤0.01%
1,753
+80
1238
$35.6K ﹤0.01%
1,438
-2
1239
$35.6K ﹤0.01%
856
+51
1240
$35.6K ﹤0.01%
705
1241
$35.5K ﹤0.01%
1,369
+4
1242
$35.5K ﹤0.01%
215
1243
$35.4K ﹤0.01%
1,463
-312
1244
$35.3K ﹤0.01%
537
+202
1245
$35K ﹤0.01%
898
+840
1246
$34.9K ﹤0.01%
1,853
-5
1247
$34.7K ﹤0.01%
3,970
+519
1248
$34.7K ﹤0.01%
24
-3
1249
$34.6K ﹤0.01%
406
-19
1250
$34.5K ﹤0.01%
835
48 49
50
51 52