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
1976
$5.77K ﹤0.01%
+250
1977
$5.73K ﹤0.01%
241
-32
1978
$5.72K ﹤0.01%
28
+27
1979
$5.72K ﹤0.01%
165
1980
$5.71K ﹤0.01%
224
1981
$5.71K ﹤0.01%
202
1982
$5.7K ﹤0.01%
185
1983
$5.7K ﹤0.01%
171
1984
$5.64K ﹤0.01%
114
1985
$5.64K ﹤0.01%
53
1986
$5.62K ﹤0.01%
220
+2
1987
$5.61K ﹤0.01%
+441
1988
$5.61K ﹤0.01%
175
1989
$5.61K ﹤0.01%
29
1990
$5.57K ﹤0.01%
159
-1,241
1991
$5.56K ﹤0.01%
202
-55
1992
$5.54K ﹤0.01%
328
1993
$5.52K ﹤0.01%
371
1994
$5.49K ﹤0.01%
275
1995
$5.42K ﹤0.01%
+50
1996
$5.41K ﹤0.01%
220
-77
1997
$5.39K ﹤0.01%
741
1998
$5.37K ﹤0.01%
119
-12
1999
$5.33K ﹤0.01%
+252
2000
$5.32K ﹤0.01%
300
78 79
80
81 82