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
1726
$11.5K ﹤0.01%
687
1727
$11.4K ﹤0.01%
712
+10
1728
$11.4K ﹤0.01%
280
-74
1729
$11.4K ﹤0.01%
231
-559
1730
$11.4K ﹤0.01%
301
+205
1731
$11.3K ﹤0.01%
1,929
-61
1732
$11.3K ﹤0.01%
427
1733
$11.3K ﹤0.01%
818
+651
1734
$11.2K ﹤0.01%
136
+20
1735
$11.2K ﹤0.01%
630
1736
$11.2K ﹤0.01%
303
+2
1737
$11.2K ﹤0.01%
83
1738
$11.1K ﹤0.01%
216
+8
1739
$11K ﹤0.01%
600
1740
$11K ﹤0.01%
385
1741
$11K ﹤0.01%
764
1742
$11K ﹤0.01%
407
+168
1743
$10.9K ﹤0.01%
1,000
1744
$10.9K ﹤0.01%
343
+4
1745
$10.9K ﹤0.01%
1,271
-1,000
1746
$10.9K ﹤0.01%
122
+16
1747
$10.8K ﹤0.01%
97
1748
$10.7K ﹤0.01%
140
+87
1749
$10.6K ﹤0.01%
920
1750
$10.6K ﹤0.01%
200
68 69
70
71 72