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
1851
$8.15K ﹤0.01%
80
+1
1852
$8.12K ﹤0.01%
350
1853
$8.06K ﹤0.01%
3,600
1854
$8.06K ﹤0.01%
174
1855
$8.05K ﹤0.01%
97
-16
1856
$8.04K ﹤0.01%
63
+16
1857
$8.03K ﹤0.01%
153
1858
$8.03K ﹤0.01%
2,112
+95
1859
$8.02K ﹤0.01%
315
1860
$8K ﹤0.01%
157
-9
1861
$7.98K ﹤0.01%
112
+4
1862
$7.97K ﹤0.01%
50
1863
$7.94K ﹤0.01%
60
1864
$7.93K ﹤0.01%
813
1865
$7.92K ﹤0.01%
328
1866
$7.89K ﹤0.01%
172
1867
$7.82K ﹤0.01%
579
-73
1868
$7.79K ﹤0.01%
65
+7
1869
$7.79K ﹤0.01%
764
1870
$7.76K ﹤0.01%
200
1871
$7.71K ﹤0.01%
2,365
1872
$7.7K ﹤0.01%
106
1873
$7.69K ﹤0.01%
109
1874
$7.68K ﹤0.01%
270
-149
1875
$7.64K ﹤0.01%
+1,395
73 74
75
76 77