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
2601
$1K ﹤0.01%
21
-8
2602
$1K ﹤0.01%
23
-11
2603
$1K ﹤0.01%
39
2604
$1K ﹤0.01%
19
2605
$1K ﹤0.01%
47
2606
$1K ﹤0.01%
19
2607
$1K ﹤0.01%
27
2608
$1K ﹤0.01%
74
-1,028
2609
$1K ﹤0.01%
6
2610
$1K ﹤0.01%
100
2611
$1K ﹤0.01%
20
2612
$1K ﹤0.01%
17
2613
$1K ﹤0.01%
19
-1
2614
$1K ﹤0.01%
+31
2615
$1K ﹤0.01%
300
2616
$1K ﹤0.01%
+114
2617
$1K ﹤0.01%
29
+11
2618
$1K ﹤0.01%
43
2619
$1K ﹤0.01%
+29
2620
$1K ﹤0.01%
7
2621
$1K ﹤0.01%
42
-73
2622
$1K ﹤0.01%
14
2623
$1K ﹤0.01%
25
-8
2624
$1K ﹤0.01%
18
+8
2625
$1K ﹤0.01%
43
-162
103 104
105
106 107