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
1301
$30.4K ﹤0.01%
1,629
1302
$30.2K ﹤0.01%
48
-1
1303
$30.2K ﹤0.01%
1,244
+570
1304
$30K ﹤0.01%
+1,902
1305
$29.8K ﹤0.01%
679
1306
$29.6K ﹤0.01%
434
1307
$29.5K ﹤0.01%
+1,332
1308
$29.5K ﹤0.01%
104
+1
1309
$29.4K ﹤0.01%
101
-32
1310
$29.4K ﹤0.01%
342
1311
$29.3K ﹤0.01%
516
+36
1312
$29.2K ﹤0.01%
714
1313
$29.2K ﹤0.01%
1,934
+827
1314
$29.2K ﹤0.01%
561
+127
1315
$29.2K ﹤0.01%
1,451
1316
$29.2K ﹤0.01%
215
1317
$29.2K ﹤0.01%
349
1318
$29.1K ﹤0.01%
547
-1,000
1319
$29.1K ﹤0.01%
909
1320
$29K ﹤0.01%
22
1321
$29K ﹤0.01%
793
+2
1322
$29K ﹤0.01%
411
1323
$28.9K ﹤0.01%
1,405
-147
1324
$28.9K ﹤0.01%
10,400
1325
$28.9K ﹤0.01%
3,172
51 52
53
54 55