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
2751
$3.23K ﹤0.01%
143
-13
2752
$3.23K ﹤0.01%
53
-559
2753
$3.2K ﹤0.01%
119
+76
2754
$3.2K ﹤0.01%
100
-130
2755
$3.19K ﹤0.01%
97
+1
2756
$3.19K ﹤0.01%
300
2757
$3.17K ﹤0.01%
1,113
+700
2758
$3.17K ﹤0.01%
289
2759
$3.17K ﹤0.01%
309
2760
$3.17K ﹤0.01%
21
-1
2761
$3.17K ﹤0.01%
62
-197
2762
$3.17K ﹤0.01%
66
2763
$3.17K ﹤0.01%
10
2764
$3.16K ﹤0.01%
102
-214
2765
$3.14K ﹤0.01%
70
+34
2766
$3.12K ﹤0.01%
22
-18
2767
$3.12K ﹤0.01%
+632
2768
$3.08K ﹤0.01%
78
+1
2769
$3.07K ﹤0.01%
244
2770
$3.05K ﹤0.01%
160
2771
$3.05K ﹤0.01%
36
-192
2772
$3.04K ﹤0.01%
202
+80
2773
$3.03K ﹤0.01%
975
2774
$3.03K ﹤0.01%
36
2775
$3.02K ﹤0.01%
183
-226
109 110
111
112 113