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
2701
$3.63K ﹤0.01%
+77
2702
$3.62K ﹤0.01%
21
-1
2703
$3.58K ﹤0.01%
47
-8
2704
$3.58K ﹤0.01%
63
2705
$3.58K ﹤0.01%
127
2706
$3.57K ﹤0.01%
50
2707
$3.57K ﹤0.01%
46
+13
2708
$3.54K ﹤0.01%
150
2709
$3.53K ﹤0.01%
610
2710
$3.53K ﹤0.01%
46
-12
2711
$3.53K ﹤0.01%
52
+25
2712
$3.52K ﹤0.01%
137
-10
2713
$3.52K ﹤0.01%
612
-25
2714
$3.52K ﹤0.01%
+176
2715
$3.5K ﹤0.01%
83
-90
2716
$3.5K ﹤0.01%
44
2717
$3.5K ﹤0.01%
73
+60
2718
$3.5K ﹤0.01%
150
+75
2719
$3.49K ﹤0.01%
261
+253
2720
$3.49K ﹤0.01%
257
2721
$3.48K ﹤0.01%
44
-19
2722
$3.46K ﹤0.01%
151
+147
2723
$3.46K ﹤0.01%
930
2724
$3.44K ﹤0.01%
61
2725
$3.44K ﹤0.01%
173
-548
107 108
109
110 111