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
1351
$27K ﹤0.01%
4,500
1352
$27K ﹤0.01%
1,602
+593
1353
$27K ﹤0.01%
475
+250
1354
$26.9K ﹤0.01%
1,350
1355
$26.9K ﹤0.01%
357
+202
1356
$26.8K ﹤0.01%
532
-47
1357
$26.7K ﹤0.01%
387
-103
1358
$26.6K ﹤0.01%
1,474
1359
$26.6K ﹤0.01%
549
-55
1360
$26.6K ﹤0.01%
506
+150
1361
$26.5K ﹤0.01%
555
1362
$26.4K ﹤0.01%
694
-851
1363
$26.4K ﹤0.01%
1,809
+519
1364
$26.4K ﹤0.01%
729
1365
$26.4K ﹤0.01%
1,930
-864
1366
$26.4K ﹤0.01%
291
-13
1367
$26.3K ﹤0.01%
228
+199
1368
$26.3K ﹤0.01%
283
+15
1369
$26.3K ﹤0.01%
2,480
1370
$26.2K ﹤0.01%
501
+149
1371
$26.1K ﹤0.01%
630
+57
1372
$26.1K ﹤0.01%
979
+309
1373
$26.1K ﹤0.01%
317
+130
1374
$26K ﹤0.01%
+300
1375
$25.9K ﹤0.01%
353
+154
53 54
55
56 57