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
1551
$16.7K ﹤0.01%
688
1552
$16.6K ﹤0.01%
1,290
1553
$16.6K ﹤0.01%
422
+207
1554
$16.5K ﹤0.01%
327
+307
1555
$16.5K ﹤0.01%
415
1556
$16.5K ﹤0.01%
413
-17
1557
$16.5K ﹤0.01%
+591
1558
$16.5K ﹤0.01%
412
+218
1559
$16.4K ﹤0.01%
569
1560
$16.3K ﹤0.01%
679
1561
$16.2K ﹤0.01%
456
-9
1562
$16.2K ﹤0.01%
293
+60
1563
$16.2K ﹤0.01%
992
+126
1564
$16.1K ﹤0.01%
92
+10
1565
$16.1K ﹤0.01%
652
1566
$16K ﹤0.01%
4,360
-170
1567
$16K ﹤0.01%
+1,078
1568
$15.9K ﹤0.01%
319
-725
1569
$15.9K ﹤0.01%
1,000
1570
$15.9K ﹤0.01%
997
1571
$15.9K ﹤0.01%
5,902
+125
1572
$15.9K ﹤0.01%
490
-39
1573
$15.8K ﹤0.01%
326
+23
1574
$15.8K ﹤0.01%
119
1575
$15.8K ﹤0.01%
1,131
61 62
63
64 65