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
2676
$3.86K ﹤0.01%
100
+25
2677
$3.84K ﹤0.01%
1,100
2678
$3.83K ﹤0.01%
164
+8
2679
$3.81K ﹤0.01%
94
+32
2680
$3.81K ﹤0.01%
347
+130
2681
$3.8K ﹤0.01%
66
2682
$3.79K ﹤0.01%
220
+199
2683
$3.79K ﹤0.01%
488
2684
$3.78K ﹤0.01%
532
-9,000
2685
$3.77K ﹤0.01%
36
-346
2686
$3.77K ﹤0.01%
1,157
2687
$3.77K ﹤0.01%
33
-180
2688
$3.75K ﹤0.01%
3,000
2689
$3.74K ﹤0.01%
19
-3
2690
$3.74K ﹤0.01%
38
2691
$3.73K ﹤0.01%
550
2692
$3.72K ﹤0.01%
219
2693
$3.69K ﹤0.01%
+1,610
2694
$3.68K ﹤0.01%
153
2695
$3.67K ﹤0.01%
14
+2
2696
$3.67K ﹤0.01%
38
2697
$3.66K ﹤0.01%
138
-325
2698
$3.65K ﹤0.01%
1,865
2699
$3.64K ﹤0.01%
33
-1,609
2700
$3.63K ﹤0.01%
43
-22
106 107
108
109 110