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
2501
$1K ﹤0.01%
101
-51
2502
$1K ﹤0.01%
800
2503
$1K ﹤0.01%
15
2504
$1K ﹤0.01%
1,060
2505
$1K ﹤0.01%
34
-52
2506
$1K ﹤0.01%
+19
2507
$1K ﹤0.01%
200
2508
$1K ﹤0.01%
1
2509
$1K ﹤0.01%
+4
2510
$1K ﹤0.01%
15
2511
$1K ﹤0.01%
+187
2512
$1K ﹤0.01%
106
-6
2513
$1K ﹤0.01%
99
2514
$1K ﹤0.01%
26
-1,500
2515
$1K ﹤0.01%
51
+40
2516
$1K ﹤0.01%
21
+8
2517
$1K ﹤0.01%
21
-66
2518
$1K ﹤0.01%
+24
2519
$1K ﹤0.01%
22
-13
2520
$1K ﹤0.01%
7
2521
$1K ﹤0.01%
56
-100
2522
$1K ﹤0.01%
29
+12
2523
$1K ﹤0.01%
53
-279
2524
$1K ﹤0.01%
18
-45
2525
$1K ﹤0.01%
4
99 100
101
102 103