GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$10M
2
+$6.34M
3
+$5.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.77M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.22M

Top Sells

1
+$6.51M
2
+$5.18M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.09M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.91M

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
2576
$1K ﹤0.01%
27
2577
$1K ﹤0.01%
31
+21
2578
$1K ﹤0.01%
253
2579
$1K ﹤0.01%
15
+2
2580
$1K ﹤0.01%
+37
2581
$1K ﹤0.01%
48
-22
2582
$1K ﹤0.01%
303
-608
2583
$1K ﹤0.01%
20
-211
2584
$1K ﹤0.01%
+15
2585
$1K ﹤0.01%
+18
2586
$1K ﹤0.01%
+27
2587
$1K ﹤0.01%
+10
2588
$1K ﹤0.01%
+20
2589
$1K ﹤0.01%
17
-2
2590
$1K ﹤0.01%
73
+25
2591
$1K ﹤0.01%
23
2592
$1K ﹤0.01%
+32
2593
$1K ﹤0.01%
+141
2594
$1K ﹤0.01%
14
-10
2595
$1K ﹤0.01%
43
+10
2596
$1K ﹤0.01%
225
2597
$1K ﹤0.01%
4
-74
2598
$1K ﹤0.01%
+28
2599
$1K ﹤0.01%
+41
2600
$1K ﹤0.01%
16
+9
102 103
104
105 106