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
2801
$2.87K ﹤0.01%
100
2802
$2.87K ﹤0.01%
22
2803
$2.86K ﹤0.01%
117
-544
2804
$2.86K ﹤0.01%
30
-21
2805
$2.83K ﹤0.01%
84
-19
2806
$2.83K ﹤0.01%
188
+149
2807
$2.83K ﹤0.01%
106
2808
$2.82K ﹤0.01%
180
-1
2809
$2.81K ﹤0.01%
145
-750
2810
$2.81K ﹤0.01%
100
2811
$2.79K ﹤0.01%
99
-375
2812
$2.79K ﹤0.01%
500
2813
$2.79K ﹤0.01%
26
+7
2814
$2.79K ﹤0.01%
+17
2815
$2.78K ﹤0.01%
86
-179
2816
$2.78K ﹤0.01%
211
+22
2817
$2.78K ﹤0.01%
70
2818
$2.76K ﹤0.01%
57
2819
$2.75K ﹤0.01%
800
2820
$2.75K ﹤0.01%
20
2821
$2.74K ﹤0.01%
100
2822
$2.74K ﹤0.01%
16
2823
$2.73K ﹤0.01%
85
-4
2824
$2.73K ﹤0.01%
22
+12
2825
$2.73K ﹤0.01%
39
111 112
113
114 115