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
1501
$19K ﹤0.01%
614
1502
$19K ﹤0.01%
182
+4
1503
$19K ﹤0.01%
+606
1504
$19K ﹤0.01%
418
+6
1505
$19K ﹤0.01%
360
+87
1506
$19K ﹤0.01%
187
1507
$18.9K ﹤0.01%
278
1508
$18.9K ﹤0.01%
133
-6
1509
$18.8K ﹤0.01%
56
1510
$18.8K ﹤0.01%
+498
1511
$18.8K ﹤0.01%
177
1512
$18.8K ﹤0.01%
2,864
+31
1513
$18.7K ﹤0.01%
675
+164
1514
$18.7K ﹤0.01%
1,157
+123
1515
$18.7K ﹤0.01%
291
+273
1516
$18.6K ﹤0.01%
276
+262
1517
$18.6K ﹤0.01%
187
1518
$18.4K ﹤0.01%
1,375
+3
1519
$18.4K ﹤0.01%
306
+24
1520
$18.3K ﹤0.01%
126
+34
1521
$18.3K ﹤0.01%
77
-4
1522
$18.2K ﹤0.01%
366
-117
1523
$18.1K ﹤0.01%
265
+99
1524
$18K ﹤0.01%
55
-35
1525
$18K ﹤0.01%
432
59 60
61
62 63