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
2526
$5.43K ﹤0.01%
82
+5
2527
$5.42K ﹤0.01%
135
2528
$5.38K ﹤0.01%
121
2529
$5.34K ﹤0.01%
101
2530
$5.33K ﹤0.01%
110
-332
2531
$5.29K ﹤0.01%
83
-104
2532
$5.28K ﹤0.01%
594
+40
2533
$5.27K ﹤0.01%
350
-52
2534
$5.26K ﹤0.01%
53
-82
2535
$5.24K ﹤0.01%
59
-62
2536
$5.23K ﹤0.01%
162
2537
$5.22K ﹤0.01%
18
-86
2538
$5.22K ﹤0.01%
+100
2539
$5.21K ﹤0.01%
311
-4
2540
$5.2K ﹤0.01%
2,000
2541
$5.2K ﹤0.01%
82
+12
2542
$5.17K ﹤0.01%
167
-271
2543
$5.15K ﹤0.01%
407
2544
$5.14K ﹤0.01%
88
-84
2545
$5.11K ﹤0.01%
64
2546
$5.08K ﹤0.01%
391
2547
$5.05K ﹤0.01%
30
2548
$5.05K ﹤0.01%
100
2549
$5.04K ﹤0.01%
5,103
2550
$5.04K ﹤0.01%
112
+3
100 101
102
103 104