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
2051
$4.61K ﹤0.01%
1
2052
$4.61K ﹤0.01%
145
-21
2053
$4.61K ﹤0.01%
441
+2
2054
$4.57K ﹤0.01%
90
2055
$4.55K ﹤0.01%
300
2056
$4.55K ﹤0.01%
48
2057
$4.54K ﹤0.01%
19
2058
$4.54K ﹤0.01%
46
+14
2059
$4.53K ﹤0.01%
302
+125
2060
$4.52K ﹤0.01%
117
-1
2061
$4.5K ﹤0.01%
51
-5
2062
$4.48K ﹤0.01%
+100
2063
$4.47K ﹤0.01%
65
2064
$4.47K ﹤0.01%
99
2065
$4.42K ﹤0.01%
65
2066
$4.41K ﹤0.01%
211
-75
2067
$4.4K ﹤0.01%
67
+15
2068
$4.38K ﹤0.01%
71
-3
2069
$4.37K ﹤0.01%
72
-35
2070
$4.37K ﹤0.01%
126
+84
2071
$4.36K ﹤0.01%
162
2072
$4.36K ﹤0.01%
100
2073
$4.35K ﹤0.01%
77
+5
2074
$4.33K ﹤0.01%
24
+5
2075
$4.32K ﹤0.01%
+104
81 82
83
84 85