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
2201
$3.02K ﹤0.01%
14
-2
2202
$2.99K ﹤0.01%
74
2203
$2.97K ﹤0.01%
138
-36
2204
$2.96K ﹤0.01%
36
2205
$2.96K ﹤0.01%
28
-12
2206
$2.95K ﹤0.01%
67
+25
2207
$2.94K ﹤0.01%
367
2208
$2.93K ﹤0.01%
1,209
2209
$2.92K ﹤0.01%
87
2210
$2.92K ﹤0.01%
101
2211
$2.9K ﹤0.01%
144
2212
$2.9K ﹤0.01%
+40
2213
$2.9K ﹤0.01%
606
-977
2214
$2.89K ﹤0.01%
38
2215
$2.89K ﹤0.01%
103
2216
$2.88K ﹤0.01%
39
+16
2217
$2.88K ﹤0.01%
61
2218
$2.87K ﹤0.01%
35
2219
$2.86K ﹤0.01%
28
-1
2220
$2.86K ﹤0.01%
50
2221
$2.86K ﹤0.01%
109
-12
2222
$2.85K ﹤0.01%
70
2223
$2.84K ﹤0.01%
300
2224
$2.83K ﹤0.01%
80
2225
$2.83K ﹤0.01%
100
+24
87 88
89
90 91