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
2551
$5.02K ﹤0.01%
129
-21
2552
$5K ﹤0.01%
1,627
-75
2553
$4.99K ﹤0.01%
100
2554
$4.99K ﹤0.01%
215
-85
2555
$4.99K ﹤0.01%
31
+7
2556
$4.99K ﹤0.01%
514
+482
2557
$4.98K ﹤0.01%
100
-3,923
2558
$4.98K ﹤0.01%
+209
2559
$4.97K ﹤0.01%
36
-31
2560
$4.97K ﹤0.01%
244
+1
2561
$4.96K ﹤0.01%
488
+1
2562
$4.96K ﹤0.01%
286
-34
2563
$4.95K ﹤0.01%
1,089
2564
$4.94K ﹤0.01%
126
2565
$4.93K ﹤0.01%
62
2566
$4.9K ﹤0.01%
90
2567
$4.9K ﹤0.01%
97
2568
$4.89K ﹤0.01%
224
2569
$4.89K ﹤0.01%
77
+35
2570
$4.89K ﹤0.01%
255
-192
2571
$4.88K ﹤0.01%
71
2572
$4.85K ﹤0.01%
143
+24
2573
$4.84K ﹤0.01%
90
-202
2574
$4.83K ﹤0.01%
89
2575
$4.83K ﹤0.01%
500
101 102
103
104 105