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
2576
$4.78K ﹤0.01%
32
+11
2577
$4.78K ﹤0.01%
65
-12
2578
$4.75K ﹤0.01%
1,665
-245
2579
$4.73K ﹤0.01%
77
2580
$4.72K ﹤0.01%
1,675
2581
$4.72K ﹤0.01%
390
2582
$4.71K ﹤0.01%
+162
2583
$4.71K ﹤0.01%
71
2584
$4.7K ﹤0.01%
134
+64
2585
$4.7K ﹤0.01%
44
-51
2586
$4.7K ﹤0.01%
300
2587
$4.69K ﹤0.01%
121
-16
2588
$4.68K ﹤0.01%
73
-20
2589
$4.65K ﹤0.01%
+1,389
2590
$4.65K ﹤0.01%
177
-142
2591
$4.64K ﹤0.01%
41
+1
2592
$4.62K ﹤0.01%
+1,335
2593
$4.61K ﹤0.01%
46
2594
$4.61K ﹤0.01%
148
-66
2595
$4.59K ﹤0.01%
242
+3
2596
$4.58K ﹤0.01%
73
2597
$4.57K ﹤0.01%
63
2598
$4.55K ﹤0.01%
42
-37
2599
$4.55K ﹤0.01%
259
-117
2600
$4.54K ﹤0.01%
105
-1,805
102 103
104
105 106