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
2301
$2.3K ﹤0.01%
66
+1
2302
$2.3K ﹤0.01%
31
2303
$2.3K ﹤0.01%
16
-2
2304
$2.3K ﹤0.01%
66
2305
$2.3K ﹤0.01%
100
2306
$2.29K ﹤0.01%
71
2307
$2.29K ﹤0.01%
68
2308
$2.28K ﹤0.01%
+50
2309
$2.27K ﹤0.01%
26
2310
$2.26K ﹤0.01%
53
+33
2311
$2.26K ﹤0.01%
163
+3
2312
$2.25K ﹤0.01%
1,444
+1,292
2313
$2.24K ﹤0.01%
59
2314
$2.23K ﹤0.01%
188
+2
2315
$2.22K ﹤0.01%
65
2316
$2.22K ﹤0.01%
15
-19
2317
$2.22K ﹤0.01%
47
2318
$2.21K ﹤0.01%
57
2319
$2.21K ﹤0.01%
+50
2320
$2.2K ﹤0.01%
125
2321
$2.2K ﹤0.01%
27
-12
2322
$2.2K ﹤0.01%
50
-100
2323
$2.2K ﹤0.01%
9
-3
2324
$2.2K ﹤0.01%
63
2325
$2.2K ﹤0.01%
48
-23
91 92
93
94 95