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
2251
$2.69K ﹤0.01%
47
2252
$2.69K ﹤0.01%
533
2253
$2.67K ﹤0.01%
27
2254
$2.66K ﹤0.01%
93
-6
2255
$2.65K ﹤0.01%
126
+1
2256
$2.62K ﹤0.01%
735
2257
$2.62K ﹤0.01%
79
2258
$2.6K ﹤0.01%
109
2259
$2.59K ﹤0.01%
20
-32
2260
$2.59K ﹤0.01%
105
2261
$2.59K ﹤0.01%
118
2262
$2.59K ﹤0.01%
70
2263
$2.58K ﹤0.01%
72
2264
$2.57K ﹤0.01%
+135
2265
$2.56K ﹤0.01%
296
-124
2266
$2.55K ﹤0.01%
55
+31
2267
$2.55K ﹤0.01%
+64
2268
$2.53K ﹤0.01%
166
2269
$2.52K ﹤0.01%
+401
2270
$2.52K ﹤0.01%
55
2271
$2.51K ﹤0.01%
111
2272
$2.5K ﹤0.01%
+730
2273
$2.5K ﹤0.01%
440
2274
$2.49K ﹤0.01%
52
2275
$2.49K ﹤0.01%
49
89 90
91
92 93