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
2451
$1.53K ﹤0.01%
31
2452
$1.52K ﹤0.01%
21
+1
2453
$1.52K ﹤0.01%
36
2454
$1.52K ﹤0.01%
14
2455
$1.52K ﹤0.01%
22
2456
$1.52K ﹤0.01%
83
2457
$1.51K ﹤0.01%
27
2458
$1.51K ﹤0.01%
138
-19
2459
$1.5K ﹤0.01%
125
2460
$1.5K ﹤0.01%
29
2461
$1.49K ﹤0.01%
150
-37
2462
$1.49K ﹤0.01%
47
2463
$1.48K ﹤0.01%
73
+60
2464
$1.48K ﹤0.01%
79
2465
$1.47K ﹤0.01%
160
2466
$1.47K ﹤0.01%
90
-50
2467
$1.47K ﹤0.01%
37
2468
$1.46K ﹤0.01%
100
2469
$1.46K ﹤0.01%
275
2470
$1.45K ﹤0.01%
30
+20
2471
$1.45K ﹤0.01%
100
+83
2472
$1.44K ﹤0.01%
4
2473
$1.44K ﹤0.01%
47
2474
$1.43K ﹤0.01%
200
2475
$1.43K ﹤0.01%
+26
97 98
99
100 101