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
1876
$7.64K ﹤0.01%
985
-1,268
1877
$7.64K ﹤0.01%
273
+66
1878
$7.62K ﹤0.01%
80
-289
1879
$7.59K ﹤0.01%
47
+27
1880
$7.58K ﹤0.01%
10
+3
1881
$7.56K ﹤0.01%
+131
1882
$7.55K ﹤0.01%
163
1883
$7.52K ﹤0.01%
1,200
1884
$7.49K ﹤0.01%
50
1885
$7.48K ﹤0.01%
260
1886
$7.47K ﹤0.01%
143
+107
1887
$7.45K ﹤0.01%
258
-77
1888
$7.45K ﹤0.01%
1,377
+17
1889
$7.43K ﹤0.01%
+95
1890
$7.41K ﹤0.01%
196
-100
1891
$7.41K ﹤0.01%
155
-105
1892
$7.4K ﹤0.01%
661
1893
$7.38K ﹤0.01%
86
1894
$7.32K ﹤0.01%
857
+69
1895
$7.32K ﹤0.01%
59
-1
1896
$7.19K ﹤0.01%
21
1897
$7.19K ﹤0.01%
296
1898
$7.18K ﹤0.01%
229
+196
1899
$7.17K ﹤0.01%
311
1900
$7.17K ﹤0.01%
106
+6
74 75
76
77 78