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
$1.88B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$26.9M
3
+$16M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$14.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$12.8M

Top Sells

1
+$23.9M
2
+$17.3M
3
+$4.63M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.29M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.65M

Sector Composition

1 Financials 8.85%
2 Technology 8.6%
3 Healthcare 4.44%
4 Consumer Discretionary 2.91%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$48.6K ﹤0.01%
958
+47
1252
$48.5K ﹤0.01%
+1,807
1253
$48.5K ﹤0.01%
451
+128
1254
$48.5K ﹤0.01%
2,199
+574
1255
$48.4K ﹤0.01%
1,204
-26
1256
$48.2K ﹤0.01%
650
+385
1257
$48.1K ﹤0.01%
550
-129
1258
$48.1K ﹤0.01%
2,196
+61
1259
$48K ﹤0.01%
594
+570
1260
$48K ﹤0.01%
1,865
-30
1261
$48K ﹤0.01%
995
+446
1262
$47.9K ﹤0.01%
572
1263
$47.8K ﹤0.01%
1,440
+241
1264
$47.8K ﹤0.01%
507
-18
1265
$47.5K ﹤0.01%
351
-72
1266
$47.4K ﹤0.01%
2,628
+150
1267
$47.3K ﹤0.01%
1,132
+147
1268
$47.1K ﹤0.01%
1,396
+962
1269
$47K ﹤0.01%
928
1270
$47K ﹤0.01%
2,709
+839
1271
$47K ﹤0.01%
1,142
1272
$46.9K ﹤0.01%
1,162
+433
1273
$46.8K ﹤0.01%
608
+598
1274
$46.8K ﹤0.01%
+967
1275
$46.7K ﹤0.01%
1,497
+128
49 50
51
52 53