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
1926
$6.57K ﹤0.01%
875
1927
$6.57K ﹤0.01%
200
1928
$6.53K ﹤0.01%
107
-182
1929
$6.53K ﹤0.01%
55
1930
$6.5K ﹤0.01%
+57
1931
$6.49K ﹤0.01%
162
1932
$6.48K ﹤0.01%
26
-32
1933
$6.43K ﹤0.01%
+61
1934
$6.42K ﹤0.01%
122
1935
$6.41K ﹤0.01%
125
+14
1936
$6.39K ﹤0.01%
+845
1937
$6.38K ﹤0.01%
+71
1938
$6.38K ﹤0.01%
191
1939
$6.37K ﹤0.01%
153
1940
$6.35K ﹤0.01%
140
1941
$6.32K ﹤0.01%
+624
1942
$6.32K ﹤0.01%
171
1943
$6.32K ﹤0.01%
33
+3
1944
$6.3K ﹤0.01%
64
+50
1945
$6.3K ﹤0.01%
79
+15
1946
$6.24K ﹤0.01%
209
+100
1947
$6.24K ﹤0.01%
+200
1948
$6.24K ﹤0.01%
50
1949
$6.24K ﹤0.01%
227
1950
$6.21K ﹤0.01%
101
+1
76 77
78
79 80