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
1901
$7.12K ﹤0.01%
80
1902
$7.11K ﹤0.01%
36
1903
$7.09K ﹤0.01%
+1,233
1904
$7.02K ﹤0.01%
65
1905
$7.01K ﹤0.01%
29
+11
1906
$7K ﹤0.01%
309
+1
1907
$6.98K ﹤0.01%
246
1908
$6.97K ﹤0.01%
577
-261
1909
$6.96K ﹤0.01%
90
+64
1910
$6.91K ﹤0.01%
179
1911
$6.88K ﹤0.01%
107
+3
1912
$6.85K ﹤0.01%
124
1913
$6.83K ﹤0.01%
+880
1914
$6.81K ﹤0.01%
+266
1915
$6.77K ﹤0.01%
213
+1
1916
$6.74K ﹤0.01%
133
+42
1917
$6.71K ﹤0.01%
299
1918
$6.7K ﹤0.01%
300
1919
$6.69K ﹤0.01%
212
1920
$6.69K ﹤0.01%
203
-20
1921
$6.67K ﹤0.01%
1,569
-38
1922
$6.65K ﹤0.01%
208
1923
$6.63K ﹤0.01%
+500
1924
$6.6K ﹤0.01%
367
-7
1925
$6.58K ﹤0.01%
114
-190
75 76
77
78 79