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
1601
$15.1K ﹤0.01%
1,438
-299
1602
$15K ﹤0.01%
1,147
-759
1603
$15K ﹤0.01%
131
1604
$15K ﹤0.01%
362
-7
1605
$15K ﹤0.01%
271
-524
1606
$15K ﹤0.01%
413
1607
$14.9K ﹤0.01%
270
-67
1608
$14.9K ﹤0.01%
230
1609
$14.9K ﹤0.01%
798
1610
$14.9K ﹤0.01%
219
+4
1611
$14.9K ﹤0.01%
578
+228
1612
$14.9K ﹤0.01%
763
1613
$14.8K ﹤0.01%
500
1614
$14.7K ﹤0.01%
713
-400
1615
$14.6K ﹤0.01%
+29
1616
$14.5K ﹤0.01%
438
+2
1617
$14.5K ﹤0.01%
588
-200
1618
$14.5K ﹤0.01%
1,040
1619
$14.5K ﹤0.01%
1,011
+66
1620
$14.5K ﹤0.01%
+339
1621
$14.5K ﹤0.01%
593
-838
1622
$14.4K ﹤0.01%
799
-265
1623
$14.3K ﹤0.01%
2,285
-1,500
1624
$14.3K ﹤0.01%
478
+132
1625
$14.2K ﹤0.01%
3,312
-73
63 64
65
66 67