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
$1.88B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$26.9M
3
+$16M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$14.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$12.8M

Top Sells

1
+$23.9M
2
+$17.3M
3
+$4.63M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.29M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.65M

Sector Composition

1 Financials 8.85%
2 Technology 8.6%
3 Healthcare 4.44%
4 Consumer Discretionary 2.91%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$3.63K ﹤0.01%
38
+3
2277
$3.63K ﹤0.01%
371
-756
2278
$3.63K ﹤0.01%
222
+2
2279
$3.62K ﹤0.01%
47
2280
$3.59K ﹤0.01%
122
2281
$3.59K ﹤0.01%
141
2282
$3.59K ﹤0.01%
127
+69
2283
$3.58K ﹤0.01%
59
+37
2284
$3.57K ﹤0.01%
229
2285
$3.55K ﹤0.01%
+125
2286
$3.55K ﹤0.01%
+125
2287
$3.55K ﹤0.01%
40
-1
2288
$3.54K ﹤0.01%
317
+60
2289
$3.5K ﹤0.01%
148
+13
2290
$3.5K ﹤0.01%
551
+217
2291
$3.47K ﹤0.01%
407
-513
2292
$3.44K ﹤0.01%
138
-1,933
2293
$3.44K ﹤0.01%
64
-8
2294
$3.44K ﹤0.01%
132
-37
2295
$3.43K ﹤0.01%
+3,180
2296
$3.43K ﹤0.01%
1,209
2297
$3.42K ﹤0.01%
666
2298
$3.41K ﹤0.01%
198
-1
2299
$3.41K ﹤0.01%
77
2300
$3.4K ﹤0.01%
72
90 91
92
93 94