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
2426
$1.64K ﹤0.01%
26
-21
2427
$1.64K ﹤0.01%
54
-1,643
2428
$1.63K ﹤0.01%
37
+9
2429
$1.63K ﹤0.01%
350
-350
2430
$1.63K ﹤0.01%
50
2431
$1.62K ﹤0.01%
337
2432
$1.61K ﹤0.01%
98
2433
$1.6K ﹤0.01%
16
2434
$1.6K ﹤0.01%
24
2435
$1.59K ﹤0.01%
9
2436
$1.59K ﹤0.01%
220
2437
$1.58K ﹤0.01%
565
+500
2438
$1.58K ﹤0.01%
242
-61
2439
$1.57K ﹤0.01%
249
2440
$1.56K ﹤0.01%
46
+29
2441
$1.56K ﹤0.01%
74
2442
$1.56K ﹤0.01%
291
+263
2443
$1.56K ﹤0.01%
50
2444
$1.55K ﹤0.01%
143
-286
2445
$1.54K ﹤0.01%
45
+18
2446
$1.54K ﹤0.01%
54
2447
$1.54K ﹤0.01%
490
2448
$1.54K ﹤0.01%
20
2449
$1.53K ﹤0.01%
69
2450
$1.53K ﹤0.01%
117
96 97
98
99 100