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
1401
$24.4K ﹤0.01%
257
1402
$24.4K ﹤0.01%
6,750
1403
$24.3K ﹤0.01%
461
1404
$24.2K ﹤0.01%
423
+312
1405
$24.2K ﹤0.01%
280
-163
1406
$24K ﹤0.01%
730
1407
$23.9K ﹤0.01%
955
+5
1408
$23.8K ﹤0.01%
252
+5
1409
$23.8K ﹤0.01%
+961
1410
$23.7K ﹤0.01%
175
1411
$23.7K ﹤0.01%
1,204
1412
$23.7K ﹤0.01%
517
1413
$23.7K ﹤0.01%
606
1414
$23.6K ﹤0.01%
362
1415
$23.6K ﹤0.01%
2,972
-35
1416
$23.5K ﹤0.01%
658
+3
1417
$23.3K ﹤0.01%
956
+6
1418
$23.3K ﹤0.01%
1,280
1419
$23.1K ﹤0.01%
295
1420
$23.1K ﹤0.01%
689
-5
1421
$23.1K ﹤0.01%
2,030
1422
$23K ﹤0.01%
373
-1
1423
$22.8K ﹤0.01%
958
+8
1424
$22.8K ﹤0.01%
230
1425
$22.8K ﹤0.01%
391
-6
55 56
57
58 59