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
1951
$6.18K ﹤0.01%
260
1952
$6.18K ﹤0.01%
97
+1
1953
$6.17K ﹤0.01%
+556
1954
$6.12K ﹤0.01%
332
+17
1955
$6.08K ﹤0.01%
+380
1956
$6.07K ﹤0.01%
74
+4
1957
$6.06K ﹤0.01%
60
1958
$6.03K ﹤0.01%
47
1959
$6.02K ﹤0.01%
2,000
1960
$6K ﹤0.01%
123
-134
1961
$5.99K ﹤0.01%
213
1962
$5.98K ﹤0.01%
268
+259
1963
$5.97K ﹤0.01%
120
-7
1964
$5.92K ﹤0.01%
69
+9
1965
$5.91K ﹤0.01%
30
+25
1966
$5.9K ﹤0.01%
476
1967
$5.88K ﹤0.01%
400
1968
$5.87K ﹤0.01%
91
1969
$5.87K ﹤0.01%
109
+1
1970
$5.86K ﹤0.01%
144
+106
1971
$5.84K ﹤0.01%
700
1972
$5.83K ﹤0.01%
459
1973
$5.83K ﹤0.01%
114
1974
$5.83K ﹤0.01%
178
1975
$5.82K ﹤0.01%
1,263
-150
77 78
79
80 81