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
$1.88B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$26.9M
3
+$16M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$14.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$12.8M

Top Sells

1
+$23.9M
2
+$17.3M
3
+$4.63M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.29M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.65M

Sector Composition

1 Financials 8.85%
2 Technology 8.6%
3 Healthcare 4.44%
4 Consumer Discretionary 2.91%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$7.37K ﹤0.01%
26
+7
2027
$7.36K ﹤0.01%
+237
2028
$7.36K ﹤0.01%
+305
2029
$7.35K ﹤0.01%
3,000
2030
$7.34K ﹤0.01%
+114
2031
$7.33K ﹤0.01%
300
-700
2032
$7.29K ﹤0.01%
110
-2
2033
$7.28K ﹤0.01%
171
2034
$7.27K ﹤0.01%
875
2035
$7.26K ﹤0.01%
441
+74
2036
$7.25K ﹤0.01%
906
+26
2037
$7.2K ﹤0.01%
1,005
-75
2038
$7.2K ﹤0.01%
59
2039
$7.18K ﹤0.01%
673
2040
$7.17K ﹤0.01%
337
+9
2041
$7.17K ﹤0.01%
120
+13
2042
$7.14K ﹤0.01%
55
2043
$7.14K ﹤0.01%
292
+24
2044
$7.13K ﹤0.01%
500
2045
$7.12K ﹤0.01%
+100
2046
$7.11K ﹤0.01%
191
2047
$7.05K ﹤0.01%
80
+11
2048
$7.01K ﹤0.01%
78
+38
2049
$7.01K ﹤0.01%
333
-153
2050
$7K ﹤0.01%
651
-346
80 81
82
83 84