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
2076
$4.3K ﹤0.01%
35
-9
2077
$4.27K ﹤0.01%
84
+11
2078
$4.25K ﹤0.01%
66
2079
$4.25K ﹤0.01%
178
+60
2080
$4.22K ﹤0.01%
108
2081
$4.17K ﹤0.01%
400
2082
$4.14K ﹤0.01%
350
2083
$4.13K ﹤0.01%
124
2084
$4.13K ﹤0.01%
116
2085
$4.11K ﹤0.01%
122
2086
$4.1K ﹤0.01%
57
2087
$4.09K ﹤0.01%
58
+4
2088
$4.07K ﹤0.01%
346
+262
2089
$4.07K ﹤0.01%
25
2090
$4.06K ﹤0.01%
140
2091
$4.05K ﹤0.01%
167
2092
$4.05K ﹤0.01%
77
2093
$4.03K ﹤0.01%
500
2094
$4.01K ﹤0.01%
74
2095
$4.01K ﹤0.01%
189
+187
2096
$4K ﹤0.01%
52
-9
2097
$3.97K ﹤0.01%
1,399
-359
2098
$3.97K ﹤0.01%
488
+33
2099
$3.97K ﹤0.01%
196
2100
$3.97K ﹤0.01%
+76
82 83
84
85 86