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
$1.32B
AUM Growth
+$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,117
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.05M
3
+$5.58M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.67M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.22M

Top Sells

1
+$6.2M
2
+$5.18M
3
+$3.08M
4
GTIP icon
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
+$2.98M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.61M

Sector Composition

1 Financials 10.95%
2 Technology 8.33%
3 Healthcare 4.33%
4 Consumer Discretionary 3.14%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
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-103
2752
$0 ﹤0.01%
5
2753
$0 ﹤0.01%
+75
2754
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-15
2755
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-14,025
2756
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-34
2757
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-31
2758
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-5
2759
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-477
2760
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2761
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2762
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2763
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2764
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-1,290
2765
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-6
2766
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-1,000
2767
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-50
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2769
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2771
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-3,418
2772
$0 ﹤0.01%
10
2773
– –
-250
2774
$0 ﹤0.01%
+6
2775
$0 ﹤0.01%
+10
109 110
111
112 113