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
2151
$3.46K ﹤0.01%
50
2152
$3.43K ﹤0.01%
145
-53
2153
$3.4K ﹤0.01%
51
-166
2154
$3.39K ﹤0.01%
74
2155
$3.38K ﹤0.01%
131
2156
$3.37K ﹤0.01%
49
2157
$3.37K ﹤0.01%
+300
2158
$3.36K ﹤0.01%
+122
2159
$3.35K ﹤0.01%
+86
2160
$3.35K ﹤0.01%
72
2161
$3.35K ﹤0.01%
54
2162
$3.35K ﹤0.01%
124
-15
2163
$3.34K ﹤0.01%
42
2164
$3.33K ﹤0.01%
+212
2165
$3.33K ﹤0.01%
2,965
+2,847
2166
$3.32K ﹤0.01%
45
-29
2167
$3.32K ﹤0.01%
119
-42,870
2168
$3.31K ﹤0.01%
+169
2169
$3.31K ﹤0.01%
51
-33
2170
$3.31K ﹤0.01%
141
2171
$3.3K ﹤0.01%
27
2172
$3.29K ﹤0.01%
10
2173
$3.29K ﹤0.01%
120
2174
$3.27K ﹤0.01%
199
-87
2175
$3.27K ﹤0.01%
95
85 86
87
88 89