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
1451
$21.4K ﹤0.01%
572
1452
$21.4K ﹤0.01%
98
-5
1453
$21.3K ﹤0.01%
313
+12
1454
$21.3K ﹤0.01%
689
1455
$21.2K ﹤0.01%
252
1456
$21.2K ﹤0.01%
232
1457
$21K ﹤0.01%
250
1458
$21K ﹤0.01%
2,415
+74
1459
$20.9K ﹤0.01%
652
+28
1460
$20.9K ﹤0.01%
402
1461
$20.9K ﹤0.01%
75
+2
1462
$20.8K ﹤0.01%
528
-1
1463
$20.8K ﹤0.01%
1,707
-458
1464
$20.7K ﹤0.01%
458
+231
1465
$20.6K ﹤0.01%
235
-13
1466
$20.5K ﹤0.01%
1,176
1467
$20.5K ﹤0.01%
551
1468
$20.5K ﹤0.01%
591
1469
$20.4K ﹤0.01%
800
-500
1470
$20.3K ﹤0.01%
233
+101
1471
$20.3K ﹤0.01%
767
1472
$20.3K ﹤0.01%
+806
1473
$20.3K ﹤0.01%
269
1474
$20.3K ﹤0.01%
851
-67
1475
$20.3K ﹤0.01%
467
57 58
59
60 61