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
2576
$1K ﹤0.01%
41
-260
2577
$1K ﹤0.01%
18
-1,044
2578
$1K ﹤0.01%
42
2579
$1K ﹤0.01%
24
2580
$1K ﹤0.01%
11
2581
$1K ﹤0.01%
6
+3
2582
$1K ﹤0.01%
7
+2
2583
$1K ﹤0.01%
7
+3
2584
$1K ﹤0.01%
9
+5
2585
$1K ﹤0.01%
19
-626
2586
$1K ﹤0.01%
15
-21
2587
$1K ﹤0.01%
28
2588
$1K ﹤0.01%
36
-16
2589
$1K ﹤0.01%
326
+168
2590
$1K ﹤0.01%
14
-49
2591
$1K ﹤0.01%
2
+1
2592
$1K ﹤0.01%
253
2593
$1K ﹤0.01%
15
+2
2594
$1K ﹤0.01%
+37
2595
$1K ﹤0.01%
48
-22
2596
$1K ﹤0.01%
22
-4
2597
$1K ﹤0.01%
18
2598
$1K ﹤0.01%
22
2599
$1K ﹤0.01%
122
-732
2600
$1K ﹤0.01%
+10
102 103
104
105 106