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
2326
$2.19K ﹤0.01%
42
2327
$2.17K ﹤0.01%
164
+7
2328
$2.17K ﹤0.01%
700
+350
2329
$2.16K ﹤0.01%
21
2330
$2.16K ﹤0.01%
42
2331
$2.16K ﹤0.01%
334
-122
2332
$2.16K ﹤0.01%
136
2333
$2.16K ﹤0.01%
211
2334
$2.15K ﹤0.01%
13
+7
2335
$2.15K ﹤0.01%
88
-10
2336
$2.14K ﹤0.01%
220
2337
$2.14K ﹤0.01%
101
+2
2338
$2.13K ﹤0.01%
37
2339
$2.13K ﹤0.01%
63
+2
2340
$2.13K ﹤0.01%
118
2341
$2.12K ﹤0.01%
40
2342
$2.11K ﹤0.01%
46
2343
$2.11K ﹤0.01%
100
2344
$2.1K ﹤0.01%
19
2345
$2.09K ﹤0.01%
18
+14
2346
$2.09K ﹤0.01%
79
+53
2347
$2.08K ﹤0.01%
150
+137
2348
$2.07K ﹤0.01%
120
2349
$2.07K ﹤0.01%
1,000
2350
$2.07K ﹤0.01%
65
92 93
94
95 96