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
2501
$5.8K ﹤0.01%
40
+27
2502
$5.79K ﹤0.01%
83
-142
2503
$5.77K ﹤0.01%
150
2504
$5.76K ﹤0.01%
68
2505
$5.75K ﹤0.01%
1,000
-390
2506
$5.74K ﹤0.01%
158
2507
$5.7K ﹤0.01%
300
2508
$5.7K ﹤0.01%
6,000
2509
$5.69K ﹤0.01%
448
2510
$5.67K ﹤0.01%
171
2511
$5.65K ﹤0.01%
163
2512
$5.64K ﹤0.01%
98
+82
2513
$5.63K ﹤0.01%
130
2514
$5.63K ﹤0.01%
449
+344
2515
$5.61K ﹤0.01%
29
-24
2516
$5.59K ﹤0.01%
141
+4
2517
$5.58K ﹤0.01%
200
2518
$5.57K ﹤0.01%
829
2519
$5.53K ﹤0.01%
66
+29
2520
$5.5K ﹤0.01%
161
2521
$5.48K ﹤0.01%
158
+4
2522
$5.48K ﹤0.01%
97
-135
2523
$5.48K ﹤0.01%
113
2524
$5.46K ﹤0.01%
83
+29
2525
$5.45K ﹤0.01%
216
+5
99 100
101
102 103