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
1251
$34.4K ﹤0.01%
281
-3
1252
$34.4K ﹤0.01%
2,605
+106
1253
$34.3K ﹤0.01%
219
1254
$34.1K ﹤0.01%
290
+43
1255
$34K ﹤0.01%
185
-5
1256
$33.9K ﹤0.01%
40
1257
$33.7K ﹤0.01%
410
1258
$33.3K ﹤0.01%
306
+76
1259
$33.2K ﹤0.01%
920
+41
1260
$33.1K ﹤0.01%
978
-158
1261
$33K ﹤0.01%
1,676
1262
$32.9K ﹤0.01%
812
+100
1263
$32.9K ﹤0.01%
418
1264
$32.8K ﹤0.01%
1,700
+300
1265
$32.8K ﹤0.01%
990
+928
1266
$32.6K ﹤0.01%
1,337
1267
$32.5K ﹤0.01%
311
-111
1268
$32.5K ﹤0.01%
2,500
1269
$32.3K ﹤0.01%
850
+142
1270
$32.3K ﹤0.01%
1,625
1271
$32.1K ﹤0.01%
939
+436
1272
$32.1K ﹤0.01%
+3,186
1273
$32.1K ﹤0.01%
125
+76
1274
$32K ﹤0.01%
6,613
+3,645
1275
$32K ﹤0.01%
3,125
49 50
51
52 53