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
2826
$0 ﹤0.01%
5
-13
2827
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23
2828
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+10
2829
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5
2830
– –
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2831
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5
-13
2832
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2833
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2834
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2835
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2836
– –
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2837
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12
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2838
$0 ﹤0.01%
15
2839
– –
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2840
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1
2841
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8
-8
2842
$0 ﹤0.01%
+4
2843
– –
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2844
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2845
– –
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2846
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2847
$0 ﹤0.01%
17
-10
2848
$0 ﹤0.01%
2
2849
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65
2850
$0 ﹤0.01%
5
-144
112 113
114
115 116