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
1476
$20.2K ﹤0.01%
2,156
1477
$20.2K ﹤0.01%
786
+3
1478
$20.2K ﹤0.01%
371
+204
1479
$20.1K ﹤0.01%
794
+2
1480
$20.1K ﹤0.01%
344
1481
$20K ﹤0.01%
676
+509
1482
$20K ﹤0.01%
+549
1483
$20K ﹤0.01%
796
-200
1484
$19.8K ﹤0.01%
543
+399
1485
$19.7K ﹤0.01%
4,505
1486
$19.7K ﹤0.01%
566
-17
1487
$19.7K ﹤0.01%
2,406
1488
$19.6K ﹤0.01%
421
-24
1489
$19.6K ﹤0.01%
377
+94
1490
$19.6K ﹤0.01%
144
1491
$19.5K ﹤0.01%
100
+13
1492
$19.5K ﹤0.01%
5,367
1493
$19.4K ﹤0.01%
752
1494
$19.4K ﹤0.01%
329
+265
1495
$19.4K ﹤0.01%
70
-2
1496
$19.3K ﹤0.01%
706
1497
$19.2K ﹤0.01%
137
1498
$19.1K ﹤0.01%
182
1499
$19.1K ﹤0.01%
1,521
+21
1500
$19K ﹤0.01%
1,362
58 59
60
61 62