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
1276
$46.4K ﹤0.01%
+278
1277
$46.3K ﹤0.01%
666
1278
$46.3K ﹤0.01%
+2,200
1279
$46.2K ﹤0.01%
1,597
-124
1280
$45.9K ﹤0.01%
1,590
1281
$45.9K ﹤0.01%
2,487
+228
1282
$45.8K ﹤0.01%
584
-89
1283
$45.7K ﹤0.01%
868
-192
1284
$45.5K ﹤0.01%
562
+380
1285
$45.3K ﹤0.01%
1,056
-173
1286
$44.9K ﹤0.01%
965
-839
1287
$44.9K ﹤0.01%
671
+139
1288
$44.8K ﹤0.01%
539
+105
1289
$44.7K ﹤0.01%
2,007
+1,307
1290
$44.4K ﹤0.01%
865
+838
1291
$44.4K ﹤0.01%
5,225
+200
1292
$44.3K ﹤0.01%
606
+27
1293
$44.3K ﹤0.01%
544
+63
1294
$44.2K ﹤0.01%
239
-102
1295
$44K ﹤0.01%
1,100
1296
$44K ﹤0.01%
1,056
+589
1297
$44K ﹤0.01%
1,355
+812
1298
$43.8K ﹤0.01%
813
-1,556
1299
$43.7K ﹤0.01%
978
+703
1300
$43.7K ﹤0.01%
169
+44
50 51
52
53 54