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
1626
$14.2K ﹤0.01%
100
1627
$14.1K ﹤0.01%
518
+103
1628
$14.1K ﹤0.01%
+616
1629
$14.1K ﹤0.01%
607
+1
1630
$14K ﹤0.01%
344
1631
$13.9K ﹤0.01%
3,225
-500
1632
$13.9K ﹤0.01%
865
1633
$13.9K ﹤0.01%
389
+174
1634
$13.8K ﹤0.01%
159
1635
$13.8K ﹤0.01%
146
-6
1636
$13.8K ﹤0.01%
+3,813
1637
$13.8K ﹤0.01%
+1,217
1638
$13.8K ﹤0.01%
222
1639
$13.7K ﹤0.01%
227
+1
1640
$13.7K ﹤0.01%
234
+220
1641
$13.6K ﹤0.01%
200
1642
$13.6K ﹤0.01%
606
+2
1643
$13.6K ﹤0.01%
179
+17
1644
$13.6K ﹤0.01%
+332
1645
$13.5K ﹤0.01%
1,246
1646
$13.5K ﹤0.01%
750
1647
$13.5K ﹤0.01%
350
-17
1648
$13.5K ﹤0.01%
343
1649
$13.5K ﹤0.01%
+427
1650
$13.5K ﹤0.01%
276
-263
64 65
66
67 68