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
2601
$4.54K ﹤0.01%
86
-148
2602
$4.53K ﹤0.01%
78
-6
2603
$4.51K ﹤0.01%
210
-92
2604
$4.5K ﹤0.01%
236
2605
$4.47K ﹤0.01%
350
2606
$4.46K ﹤0.01%
+344
2607
$4.44K ﹤0.01%
84
2608
$4.43K ﹤0.01%
106
-60
2609
$4.43K ﹤0.01%
72
-6
2610
$4.43K ﹤0.01%
154
-402
2611
$4.43K ﹤0.01%
68
2612
$4.43K ﹤0.01%
80
2613
$4.41K ﹤0.01%
251
+32
2614
$4.4K ﹤0.01%
+1,587
2615
$4.39K ﹤0.01%
171
2616
$4.39K ﹤0.01%
778
2617
$4.37K ﹤0.01%
971
2618
$4.37K ﹤0.01%
197
+3
2619
$4.36K ﹤0.01%
79
2620
$4.35K ﹤0.01%
137
+27
2621
$4.34K ﹤0.01%
515
2622
$4.32K ﹤0.01%
203
-14
2623
$4.31K ﹤0.01%
27
2624
$4.3K ﹤0.01%
100
+18
2625
$4.3K ﹤0.01%
330
103 104
105
106 107