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
$1.32B
AUM Growth
+$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,117
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.05M
3
+$5.58M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.67M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.22M

Top Sells

1
+$6.2M
2
+$5.18M
3
+$3.08M
4
GTIP icon
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
+$2.98M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.61M

Sector Composition

1 Financials 10.95%
2 Technology 8.33%
3 Healthcare 4.33%
4 Consumer Discretionary 3.14%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
275
+73
2477
$1K ﹤0.01%
27
2478
$1K ﹤0.01%
31
+21
2479
$1K ﹤0.01%
20
-211
2480
$1K ﹤0.01%
+32
2481
$1K ﹤0.01%
67
+34
2482
$1K ﹤0.01%
98
-19
2483
$1K ﹤0.01%
23
2484
$1K ﹤0.01%
432
+361
2485
$1K ﹤0.01%
14
+5
2486
$1K ﹤0.01%
36
-3
2487
$1K ﹤0.01%
35
+21
2488
$1K ﹤0.01%
19
2489
$1K ﹤0.01%
17
2490
$1K ﹤0.01%
175
2491
$1K ﹤0.01%
48
+36
2492
$1K ﹤0.01%
15
-15
2493
$1K ﹤0.01%
48
+1
2494
$1K ﹤0.01%
225
2495
$1K ﹤0.01%
22
+14
2496
$1K ﹤0.01%
19
-10
2497
$1K ﹤0.01%
37
2498
$1K ﹤0.01%
97
2499
$1K ﹤0.01%
117
2500
$1K ﹤0.01%
9
-3
98 99
100
101 102