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
2526
$1K ﹤0.01%
40
2527
$1K ﹤0.01%
40
-13
2528
$1K ﹤0.01%
5
-3
2529
$1K ﹤0.01%
21
-8
2530
$1K ﹤0.01%
22
-6
2531
$1K ﹤0.01%
75
2532
$1K ﹤0.01%
33
2533
$1K ﹤0.01%
+9
2534
$1K ﹤0.01%
19
-23
2535
$1K ﹤0.01%
+2
2536
$1K ﹤0.01%
31
2537
$1K ﹤0.01%
21
2538
$1K ﹤0.01%
4
-3
2539
$1K ﹤0.01%
23
-11
2540
$1K ﹤0.01%
19
2541
$1K ﹤0.01%
27
2542
$1K ﹤0.01%
74
-1,028
2543
$1K ﹤0.01%
6
2544
$1K ﹤0.01%
100
2545
$1K ﹤0.01%
20
2546
$1K ﹤0.01%
17
2547
$1K ﹤0.01%
19
-1
2548
$1K ﹤0.01%
+31
2549
$1K ﹤0.01%
300
2550
$1K ﹤0.01%
+114
100 101
102
103 104