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
2001
$5.29K ﹤0.01%
106
+6
2002
$5.29K ﹤0.01%
101
2003
$5.25K ﹤0.01%
67
2004
$5.21K ﹤0.01%
600
2005
$5.17K ﹤0.01%
128
+3
2006
$5.16K ﹤0.01%
55
2007
$5.15K ﹤0.01%
69
+1
2008
$5.15K ﹤0.01%
145
2009
$5.14K ﹤0.01%
165
2010
$5.13K ﹤0.01%
+213
2011
$5.12K ﹤0.01%
65
2012
$5.11K ﹤0.01%
171
2013
$5.11K ﹤0.01%
70
2014
$5.1K ﹤0.01%
133
+83
2015
$5.08K ﹤0.01%
331
2016
$5.08K ﹤0.01%
58
2017
$5.07K ﹤0.01%
315
-25
2018
$5.07K ﹤0.01%
975
2019
$5.05K ﹤0.01%
101
2020
$4.98K ﹤0.01%
143
+141
2021
$4.96K ﹤0.01%
513
+16
2022
$4.96K ﹤0.01%
286
2023
$4.96K ﹤0.01%
83
-931
2024
$4.93K ﹤0.01%
80
+21
2025
$4.91K ﹤0.01%
102
79 80
81
82 83