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
$3.31B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,682
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.71M
3
+$5.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.16M
5
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$5.12M

Top Sells

1
+$23.7M
2
+$19.3M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.46M

Sector Composition

1 Technology 10.87%
2 Financials 8.57%
3 Healthcare 3.87%
4 Consumer Discretionary 3.35%
5 Industrials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$6.07K ﹤0.01%
150
2477
$6.06K ﹤0.01%
315
2478
$6.06K ﹤0.01%
115
-158
2479
$6.05K ﹤0.01%
+104
2480
$6.02K ﹤0.01%
352
-67
2481
$6.02K ﹤0.01%
136
2482
$6K ﹤0.01%
339
2483
$6K ﹤0.01%
641
+2
2484
$6K ﹤0.01%
115
2485
$5.99K ﹤0.01%
201
+2
2486
$5.98K ﹤0.01%
2,730
2487
$5.98K ﹤0.01%
80
2488
$5.95K ﹤0.01%
168
-9
2489
$5.94K ﹤0.01%
90
2490
$5.93K ﹤0.01%
138
+33
2491
$5.92K ﹤0.01%
576
2492
$5.89K ﹤0.01%
63
-53
2493
$5.89K ﹤0.01%
200
-2,000
2494
$5.86K ﹤0.01%
179
2495
$5.85K ﹤0.01%
105
+15
2496
$5.85K ﹤0.01%
372
+35
2497
$5.85K ﹤0.01%
13
-2
2498
$5.83K ﹤0.01%
28
+1
2499
$5.83K ﹤0.01%
39
2500
$5.8K ﹤0.01%
87
+1
98 99
100
101 102