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
1776
$10.1K ﹤0.01%
135
-20
1777
$10.1K ﹤0.01%
173
+58
1778
$10.1K ﹤0.01%
49
-1
1779
$10K ﹤0.01%
500
1780
$10K ﹤0.01%
+425
1781
$10K ﹤0.01%
480
1782
$9.96K ﹤0.01%
171
1783
$9.94K ﹤0.01%
211
+6
1784
$9.9K ﹤0.01%
125
1785
$9.85K ﹤0.01%
758
1786
$9.83K ﹤0.01%
231
1787
$9.83K ﹤0.01%
326
1788
$9.8K ﹤0.01%
300
1789
$9.78K ﹤0.01%
279
+69
1790
$9.77K ﹤0.01%
176
1791
$9.76K ﹤0.01%
803
1792
$9.7K ﹤0.01%
388
1793
$9.69K ﹤0.01%
3,511
1794
$9.65K ﹤0.01%
100
1795
$9.64K ﹤0.01%
113
1796
$9.58K ﹤0.01%
349
+168
1797
$9.56K ﹤0.01%
245
-15
1798
$9.55K ﹤0.01%
+222
1799
$9.52K ﹤0.01%
1,221
+142
1800
$9.49K ﹤0.01%
87
+8
70 71
72
73 74