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
2226
$2.83K ﹤0.01%
40
2227
$2.82K ﹤0.01%
93
-4
2228
$2.8K ﹤0.01%
20
2229
$2.8K ﹤0.01%
45
2230
$2.8K ﹤0.01%
38
2231
$2.8K ﹤0.01%
91
2232
$2.79K ﹤0.01%
102
-52
2233
$2.79K ﹤0.01%
+149
2234
$2.79K ﹤0.01%
78
2235
$2.79K ﹤0.01%
213
-165
2236
$2.78K ﹤0.01%
529
2237
$2.77K ﹤0.01%
24
-3
2238
$2.76K ﹤0.01%
681
2239
$2.75K ﹤0.01%
93
2240
$2.75K ﹤0.01%
+245
2241
$2.75K ﹤0.01%
163
2242
$2.74K ﹤0.01%
194
2243
$2.73K ﹤0.01%
67
2244
$2.73K ﹤0.01%
156
2245
$2.72K ﹤0.01%
163
+35
2246
$2.72K ﹤0.01%
76
2247
$2.72K ﹤0.01%
116
-270
2248
$2.71K ﹤0.01%
93
2249
$2.71K ﹤0.01%
218
2250
$2.69K ﹤0.01%
128
88 89
90
91 92