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
2101
$3.97K ﹤0.01%
290
2102
$3.93K ﹤0.01%
101
2103
$3.92K ﹤0.01%
31
2104
$3.92K ﹤0.01%
341
+32
2105
$3.9K ﹤0.01%
41
+37
2106
$3.89K ﹤0.01%
306
2107
$3.87K ﹤0.01%
220
2108
$3.87K ﹤0.01%
100
2109
$3.86K ﹤0.01%
211
-46
2110
$3.85K ﹤0.01%
60
+1
2111
$3.85K ﹤0.01%
249
2112
$3.85K ﹤0.01%
80
2113
$3.83K ﹤0.01%
112
2114
$3.82K ﹤0.01%
270
-10
2115
$3.79K ﹤0.01%
415
+327
2116
$3.75K ﹤0.01%
112
-60
2117
$3.75K ﹤0.01%
200
2118
$3.74K ﹤0.01%
150
2119
$3.71K ﹤0.01%
+74
2120
$3.71K ﹤0.01%
+113
2121
$3.69K ﹤0.01%
75
2122
$3.69K ﹤0.01%
47
2123
$3.69K ﹤0.01%
331
-1,919
2124
$3.67K ﹤0.01%
59
2125
$3.66K ﹤0.01%
110
-58
83 84
85
86 87