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
2026
$4.89K ﹤0.01%
54
+2
2027
$4.88K ﹤0.01%
121
+41
2028
$4.87K ﹤0.01%
+37
2029
$4.87K ﹤0.01%
144
+33
2030
$4.86K ﹤0.01%
113
+63
2031
$4.85K ﹤0.01%
26
2032
$4.81K ﹤0.01%
141
+136
2033
$4.81K ﹤0.01%
337
-200
2034
$4.8K ﹤0.01%
40
+31
2035
$4.79K ﹤0.01%
145
2036
$4.79K ﹤0.01%
105
2037
$4.78K ﹤0.01%
+138
2038
$4.77K ﹤0.01%
130
+8
2039
$4.77K ﹤0.01%
2,046
-786
2040
$4.76K ﹤0.01%
+800
2041
$4.76K ﹤0.01%
227
-79
2042
$4.74K ﹤0.01%
250
2043
$4.73K ﹤0.01%
46
2044
$4.73K ﹤0.01%
245
-19
2045
$4.7K ﹤0.01%
89
+85
2046
$4.69K ﹤0.01%
4
2047
$4.69K ﹤0.01%
+227
2048
$4.66K ﹤0.01%
207
2049
$4.66K ﹤0.01%
296
2050
$4.64K ﹤0.01%
402
80 81
82
83 84