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
2626
$4.29K ﹤0.01%
137
-4
2627
$4.28K ﹤0.01%
304
2628
$4.27K ﹤0.01%
343
2629
$4.27K ﹤0.01%
+155
2630
$4.26K ﹤0.01%
30
-24
2631
$4.25K ﹤0.01%
841
2632
$4.24K ﹤0.01%
401
-741
2633
$4.24K ﹤0.01%
51
2634
$4.23K ﹤0.01%
60
2635
$4.22K ﹤0.01%
301
2636
$4.21K ﹤0.01%
33
+18
2637
$4.2K ﹤0.01%
40
2638
$4.2K ﹤0.01%
132
+40
2639
$4.2K ﹤0.01%
141
2640
$4.19K ﹤0.01%
100
2641
$4.18K ﹤0.01%
97
2642
$4.17K ﹤0.01%
97
2643
$4.17K ﹤0.01%
116
2644
$4.17K ﹤0.01%
606
2645
$4.17K ﹤0.01%
397
2646
$4.16K ﹤0.01%
44
2647
$4.15K ﹤0.01%
224
2648
$4.15K ﹤0.01%
42
2649
$4.14K ﹤0.01%
54
2650
$4.13K ﹤0.01%
100
104 105
106
107 108