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
2126
$3.66K ﹤0.01%
49
-30
2127
$3.65K ﹤0.01%
3,800
2128
$3.65K ﹤0.01%
295
2129
$3.65K ﹤0.01%
151
2130
$3.64K ﹤0.01%
144
+21
2131
$3.64K ﹤0.01%
30
2132
$3.63K ﹤0.01%
77
2133
$3.63K ﹤0.01%
43
2134
$3.62K ﹤0.01%
199
2135
$3.62K ﹤0.01%
26
2136
$3.62K ﹤0.01%
167
-314
2137
$3.61K ﹤0.01%
54
-48
2138
$3.6K ﹤0.01%
40
-5
2139
$3.6K ﹤0.01%
440
2140
$3.6K ﹤0.01%
37
+4
2141
$3.6K ﹤0.01%
9
2142
$3.59K ﹤0.01%
27
+16
2143
$3.58K ﹤0.01%
93
+3
2144
$3.57K ﹤0.01%
100
+36
2145
$3.55K ﹤0.01%
73
2146
$3.54K ﹤0.01%
666
2147
$3.53K ﹤0.01%
23
2148
$3.52K ﹤0.01%
+283
2149
$3.52K ﹤0.01%
91
-12
2150
$3.49K ﹤0.01%
141
84 85
86
87 88