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
1826
$8.85K ﹤0.01%
1,104
+221
1827
$8.8K ﹤0.01%
328
+1
1828
$8.8K ﹤0.01%
139
+27
1829
$8.75K ﹤0.01%
1,252
+157
1830
$8.73K ﹤0.01%
139
1831
$8.69K ﹤0.01%
262
1832
$8.66K ﹤0.01%
256
+127
1833
$8.64K ﹤0.01%
3,400
1834
$8.59K ﹤0.01%
103
1835
$8.53K ﹤0.01%
154
1836
$8.51K ﹤0.01%
+419
1837
$8.5K ﹤0.01%
288
1838
$8.47K ﹤0.01%
111
-15
1839
$8.45K ﹤0.01%
300
1840
$8.43K ﹤0.01%
1,034
+34
1841
$8.36K ﹤0.01%
97
1842
$8.35K ﹤0.01%
175
+1
1843
$8.31K ﹤0.01%
307
-35
1844
$8.31K ﹤0.01%
227
-63
1845
$8.3K ﹤0.01%
120
1846
$8.27K ﹤0.01%
298
+20
1847
$8.23K ﹤0.01%
3,503
1848
$8.22K ﹤0.01%
116
-17
1849
$8.17K ﹤0.01%
673
1850
$8.16K ﹤0.01%
117
-47
72 73
74
75 76