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
2651
$4.12K ﹤0.01%
47
2652
$4.11K ﹤0.01%
74
-124
2653
$4.11K ﹤0.01%
36
+1
2654
$4.1K ﹤0.01%
94
+7
2655
$4.09K ﹤0.01%
540
2656
$4.09K ﹤0.01%
89
+1
2657
$4.08K ﹤0.01%
93
2658
$4.07K ﹤0.01%
60
2659
$4.05K ﹤0.01%
101
+3
2660
$4.04K ﹤0.01%
47
-14
2661
$4.04K ﹤0.01%
+47
2662
$4.04K ﹤0.01%
1,113
2663
$4.04K ﹤0.01%
2,448
2664
$4.03K ﹤0.01%
116
-132
2665
$4.02K ﹤0.01%
500
2666
$3.97K ﹤0.01%
14
-122
2667
$3.97K ﹤0.01%
360
-957
2668
$3.97K ﹤0.01%
+108
2669
$3.96K ﹤0.01%
37
2670
$3.95K ﹤0.01%
96
+20
2671
$3.92K ﹤0.01%
127
+104
2672
$3.91K ﹤0.01%
202
2673
$3.89K ﹤0.01%
122
-273
2674
$3.87K ﹤0.01%
1,432
2675
$3.86K ﹤0.01%
186
-10
105 106
107
108 109