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
1676
$12.9K ﹤0.01%
3,785
1677
$12.9K ﹤0.01%
478
1678
$12.9K ﹤0.01%
103
+37
1679
$12.9K ﹤0.01%
877
1680
$12.9K ﹤0.01%
300
1681
$12.8K ﹤0.01%
227
+225
1682
$12.8K ﹤0.01%
260
1683
$12.8K ﹤0.01%
215
+3
1684
$12.7K ﹤0.01%
125
-29
1685
$12.7K ﹤0.01%
342
+287
1686
$12.7K ﹤0.01%
106
-5
1687
$12.7K ﹤0.01%
+302
1688
$12.6K ﹤0.01%
2,096
-455
1689
$12.5K ﹤0.01%
604
1690
$12.5K ﹤0.01%
61
1691
$12.5K ﹤0.01%
500
1692
$12.4K ﹤0.01%
1,283
1693
$12.4K ﹤0.01%
+685
1694
$12.2K ﹤0.01%
241
1695
$12.2K ﹤0.01%
409
1696
$12.2K ﹤0.01%
601
+558
1697
$12.2K ﹤0.01%
592
1698
$12.1K ﹤0.01%
200
1699
$12.1K ﹤0.01%
1,271
+1
1700
$12.1K ﹤0.01%
433
-63
66 67
68
69 70