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
1526
$18K ﹤0.01%
558
1527
$17.9K ﹤0.01%
642
+437
1528
$17.9K ﹤0.01%
788
+165
1529
$17.8K ﹤0.01%
527
+280
1530
$17.8K ﹤0.01%
400
1531
$17.7K ﹤0.01%
1,986
-200
1532
$17.6K ﹤0.01%
380
+2
1533
$17.6K ﹤0.01%
415
-19
1534
$17.5K ﹤0.01%
389
-482
1535
$17.5K ﹤0.01%
300
+1
1536
$17.5K ﹤0.01%
99
-13
1537
$17.4K ﹤0.01%
86
+6
1538
$17.3K ﹤0.01%
399
+140
1539
$17.3K ﹤0.01%
160
1540
$17.2K ﹤0.01%
889
1541
$17.2K ﹤0.01%
823
+12
1542
$17.2K ﹤0.01%
429
-378
1543
$17.1K ﹤0.01%
565
1544
$17.1K ﹤0.01%
125
+4
1545
$17.1K ﹤0.01%
467
+433
1546
$16.9K ﹤0.01%
827
1547
$16.9K ﹤0.01%
452
1548
$16.8K ﹤0.01%
490
1549
$16.7K ﹤0.01%
686
1550
$16.7K ﹤0.01%
199
+71
60 61
62
63 64