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
2351
$2.06K ﹤0.01%
162
-69
2352
$2.06K ﹤0.01%
20
2353
$2.05K ﹤0.01%
122
2354
$2.04K ﹤0.01%
91
2355
$2.03K ﹤0.01%
22
-33
2356
$2.03K ﹤0.01%
50
2357
$2.02K ﹤0.01%
32
2358
$2.02K ﹤0.01%
46
+1
2359
$2.01K ﹤0.01%
229
2360
$2.01K ﹤0.01%
80
2361
$2K ﹤0.01%
64
-6
2362
$2K ﹤0.01%
+58
2363
$2K ﹤0.01%
+116
2364
$1.99K ﹤0.01%
19
2365
$1.99K ﹤0.01%
78
2366
$1.99K ﹤0.01%
120
2367
$1.98K ﹤0.01%
+99
2368
$1.98K ﹤0.01%
61
+13
2369
$1.97K ﹤0.01%
185
-216
2370
$1.95K ﹤0.01%
34
2371
$1.94K ﹤0.01%
521
2372
$1.94K ﹤0.01%
46
+22
2373
$1.93K ﹤0.01%
64
+9
2374
$1.93K ﹤0.01%
48
2375
$1.93K ﹤0.01%
51
93 94
95
96 97