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
2776
$3.02K ﹤0.01%
42
2777
$3.02K ﹤0.01%
130
+1
2778
$3.01K ﹤0.01%
408
2779
$3.01K ﹤0.01%
71
-6
2780
$3K ﹤0.01%
647
2781
$2.99K ﹤0.01%
67
-79
2782
$2.99K ﹤0.01%
29
2783
$2.99K ﹤0.01%
59
-107
2784
$2.99K ﹤0.01%
26
-57
2785
$2.97K ﹤0.01%
32
2786
$2.97K ﹤0.01%
45
-105
2787
$2.97K ﹤0.01%
18
-14
2788
$2.97K ﹤0.01%
98
+1
2789
$2.96K ﹤0.01%
287
2790
$2.96K ﹤0.01%
283
+134
2791
$2.95K ﹤0.01%
44
2792
$2.94K ﹤0.01%
31
2793
$2.93K ﹤0.01%
135
2794
$2.93K ﹤0.01%
+116
2795
$2.9K ﹤0.01%
146
2796
$2.89K ﹤0.01%
138
2797
$2.89K ﹤0.01%
91
2798
$2.88K ﹤0.01%
456
-1
2799
$2.88K ﹤0.01%
19
+16
2800
$2.88K ﹤0.01%
30
110 111
112
113 114