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
1326
$28.9K ﹤0.01%
901
+3
1327
$28.8K ﹤0.01%
700
1328
$28.7K ﹤0.01%
+1,278
1329
$28.7K ﹤0.01%
434
+149
1330
$28.4K ﹤0.01%
942
1331
$28.3K ﹤0.01%
731
+2
1332
$28.1K ﹤0.01%
2,612
+1,497
1333
$28.1K ﹤0.01%
757
1334
$28K ﹤0.01%
4,000
+3,985
1335
$27.9K ﹤0.01%
+976
1336
$27.8K ﹤0.01%
1,086
+35
1337
$27.8K ﹤0.01%
327
+12
1338
$27.7K ﹤0.01%
1,049
+275
1339
$27.6K ﹤0.01%
2,992
1340
$27.6K ﹤0.01%
1,281
1341
$27.6K ﹤0.01%
+757
1342
$27.5K ﹤0.01%
1,051
+21
1343
$27.5K ﹤0.01%
+1,200
1344
$27.4K ﹤0.01%
+1,213
1345
$27.3K ﹤0.01%
+1,190
1346
$27.3K ﹤0.01%
2,799
+20
1347
$27.3K ﹤0.01%
322
+212
1348
$27.3K ﹤0.01%
802
-11
1349
$27.2K ﹤0.01%
511
+2
1350
$27.2K ﹤0.01%
531
52 53
54
55 56