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
2276
$2.48K ﹤0.01%
240
-55
2277
$2.47K ﹤0.01%
138
+1
2278
$2.47K ﹤0.01%
125
2279
$2.47K ﹤0.01%
35
2280
$2.46K ﹤0.01%
70
2281
$2.46K ﹤0.01%
61
2282
$2.45K ﹤0.01%
97
-45
2283
$2.45K ﹤0.01%
29
2284
$2.43K ﹤0.01%
30
2285
$2.43K ﹤0.01%
147
2286
$2.41K ﹤0.01%
68
+21
2287
$2.4K ﹤0.01%
500
2288
$2.39K ﹤0.01%
36
2289
$2.37K ﹤0.01%
63
2290
$2.37K ﹤0.01%
210
-770
2291
$2.37K ﹤0.01%
105
2292
$2.36K ﹤0.01%
170
2293
$2.36K ﹤0.01%
169
2294
$2.36K ﹤0.01%
1,000
2295
$2.36K ﹤0.01%
17
2296
$2.36K ﹤0.01%
+105
2297
$2.35K ﹤0.01%
38
+34
2298
$2.34K ﹤0.01%
51
-49
2299
$2.33K ﹤0.01%
140
2300
$2.31K ﹤0.01%
58
90 91
92
93 94