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
2176
$3.26K ﹤0.01%
+52
2177
$3.25K ﹤0.01%
181
2178
$3.24K ﹤0.01%
267
+4
2179
$3.22K ﹤0.01%
250
2180
$3.22K ﹤0.01%
160
2181
$3.21K ﹤0.01%
82
+7
2182
$3.2K ﹤0.01%
646
-169
2183
$3.2K ﹤0.01%
38
2184
$3.18K ﹤0.01%
107
-13
2185
$3.18K ﹤0.01%
2,000
-600
2186
$3.18K ﹤0.01%
49
2187
$3.17K ﹤0.01%
276
2188
$3.17K ﹤0.01%
27
2189
$3.15K ﹤0.01%
+127
2190
$3.14K ﹤0.01%
18
+2
2191
$3.13K ﹤0.01%
298
+73
2192
$3.1K ﹤0.01%
610
2193
$3.09K ﹤0.01%
188
+1
2194
$3.09K ﹤0.01%
65
2195
$3.08K ﹤0.01%
49
2196
$3.06K ﹤0.01%
182
+63
2197
$3.06K ﹤0.01%
79
2198
$3.04K ﹤0.01%
257
2199
$3.03K ﹤0.01%
+308
2200
$3.03K ﹤0.01%
50
86 87
88
89 90