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
1576
$15.8K ﹤0.01%
59
-36
1577
$15.7K ﹤0.01%
107
+24
1578
$15.7K ﹤0.01%
308
+3
1579
$15.7K ﹤0.01%
465
-51
1580
$15.7K ﹤0.01%
682
1581
$15.7K ﹤0.01%
505
-85
1582
$15.7K ﹤0.01%
1,245
+1,200
1583
$15.7K ﹤0.01%
893
+4
1584
$15.6K ﹤0.01%
275
+150
1585
$15.6K ﹤0.01%
429
1586
$15.6K ﹤0.01%
697
+6
1587
$15.6K ﹤0.01%
+700
1588
$15.6K ﹤0.01%
573
1589
$15.5K ﹤0.01%
1,288
+1,279
1590
$15.5K ﹤0.01%
1,127
+47
1591
$15.4K ﹤0.01%
750
1592
$15.4K ﹤0.01%
276
1593
$15.4K ﹤0.01%
5,580
-379
1594
$15.4K ﹤0.01%
614
1595
$15.3K ﹤0.01%
1,000
1596
$15.3K ﹤0.01%
1,322
-500
1597
$15.3K ﹤0.01%
236
-16
1598
$15.2K ﹤0.01%
434
-7
1599
$15.2K ﹤0.01%
1,090
1600
$15.1K ﹤0.01%
717
62 63
64
65 66