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
2401
$1.77K ﹤0.01%
32
2402
$1.76K ﹤0.01%
22
2403
$1.75K ﹤0.01%
48
2404
$1.75K ﹤0.01%
+9
2405
$1.75K ﹤0.01%
32
2406
$1.75K ﹤0.01%
50
2407
$1.75K ﹤0.01%
22
2408
$1.74K ﹤0.01%
23
+20
2409
$1.73K ﹤0.01%
38
+1
2410
$1.73K ﹤0.01%
69
+1
2411
$1.73K ﹤0.01%
130
2412
$1.73K ﹤0.01%
+176
2413
$1.72K ﹤0.01%
597
-2,745
2414
$1.71K ﹤0.01%
40
-4
2415
$1.71K ﹤0.01%
105
2416
$1.71K ﹤0.01%
80
2417
$1.71K ﹤0.01%
90
2418
$1.7K ﹤0.01%
+266
2419
$1.69K ﹤0.01%
31
2420
$1.68K ﹤0.01%
24
2421
$1.67K ﹤0.01%
58
2422
$1.67K ﹤0.01%
61
2423
$1.66K ﹤0.01%
49
2424
$1.66K ﹤0.01%
98
2425
$1.65K ﹤0.01%
34
95 96
97
98 99