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
176
$1.8M 0.12%
38,260
-935
177
$1.8M 0.12%
21,963
+1,180
178
$1.8M 0.12%
15,341
-519
179
$1.79M 0.12%
24,313
-4,068
180
$1.78M 0.12%
47,023
+9,681
181
$1.74M 0.12%
49,742
-4,764
182
$1.72M 0.12%
24,132
+2,003
183
$1.71M 0.12%
41,505
+1,293
184
$1.68M 0.12%
20,698
+1,024
185
$1.67M 0.11%
6,342
+790
186
$1.65M 0.11%
7,958
+1,767
187
$1.61M 0.11%
73,302
+588
188
$1.6M 0.11%
10,735
-102
189
$1.58M 0.11%
16,136
+3,555
190
$1.58M 0.11%
3,087
+153
191
$1.56M 0.11%
51,841
-13,018
192
$1.54M 0.11%
26,192
-3,172
193
$1.53M 0.11%
31,250
+767
194
$1.53M 0.11%
13,924
+4,322
195
$1.52M 0.1%
17,708
+1,001
196
$1.52M 0.1%
46,312
+3,874
197
$1.52M 0.1%
6,448
+496
198
$1.51M 0.1%
30,176
+14,002
199
$1.51M 0.1%
10,709
+2,801
200
$1.51M 0.1%
32,251
+25,181
6 7
8
9 10