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
1276
$31.8K ﹤0.01%
6,446
1277
$31.7K ﹤0.01%
1,068
+193
1278
$31.6K ﹤0.01%
308
+101
1279
$31.6K ﹤0.01%
+1,413
1280
$31.6K ﹤0.01%
7,224
1281
$31.6K ﹤0.01%
349
-11
1282
$31.5K ﹤0.01%
1,957
+26
1283
$31.3K ﹤0.01%
1,296
-870
1284
$31.3K ﹤0.01%
2,500
-948
1285
$31.2K ﹤0.01%
1,267
+8
1286
$31.1K ﹤0.01%
985
+88
1287
$31.1K ﹤0.01%
1,174
1288
$31K ﹤0.01%
495
1289
$30.9K ﹤0.01%
975
+17
1290
$30.9K ﹤0.01%
77
+5
1291
$30.8K ﹤0.01%
680
1292
$30.7K ﹤0.01%
612
-344
1293
$30.7K ﹤0.01%
1,009
-71
1294
$30.6K ﹤0.01%
589
-3
1295
$30.6K ﹤0.01%
5,421
1296
$30.6K ﹤0.01%
2,298
-2,365
1297
$30.6K ﹤0.01%
144
-79
1298
$30.6K ﹤0.01%
2,590
+519
1299
$30.5K ﹤0.01%
2,274
1300
$30.4K ﹤0.01%
1,060
+177
50 51
52
53 54