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
2726
$3.44K ﹤0.01%
+37
2727
$3.43K ﹤0.01%
179
+2
2728
$3.42K ﹤0.01%
82
2729
$3.42K ﹤0.01%
92
-127
2730
$3.42K ﹤0.01%
300
2731
$3.42K ﹤0.01%
215
2732
$3.41K ﹤0.01%
30
-24
2733
$3.38K ﹤0.01%
77
-166
2734
$3.37K ﹤0.01%
15
+12
2735
$3.35K ﹤0.01%
137
-200
2736
$3.35K ﹤0.01%
49
2737
$3.34K ﹤0.01%
14
-12
2738
$3.34K ﹤0.01%
27
+5
2739
$3.34K ﹤0.01%
150
-6,813
2740
$3.32K ﹤0.01%
52
2741
$3.31K ﹤0.01%
78
-20
2742
$3.3K ﹤0.01%
48
2743
$3.29K ﹤0.01%
29
+12
2744
$3.27K ﹤0.01%
239
2745
$3.27K ﹤0.01%
30
2746
$3.27K ﹤0.01%
19
2747
$3.25K ﹤0.01%
350
2748
$3.25K ﹤0.01%
59
+35
2749
$3.24K ﹤0.01%
224
2750
$3.24K ﹤0.01%
227
+100
108 109
110
111 112