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
2826
$2.72K ﹤0.01%
14
-60
2827
$2.72K ﹤0.01%
44
+2
2828
$2.71K ﹤0.01%
489
2829
$2.69K ﹤0.01%
+72
2830
$2.69K ﹤0.01%
106
-47
2831
$2.68K ﹤0.01%
86
2832
$2.68K ﹤0.01%
240
2833
$2.65K ﹤0.01%
3
2834
$2.64K ﹤0.01%
92
+2
2835
$2.64K ﹤0.01%
27
+9
2836
$2.62K ﹤0.01%
70
2837
$2.61K ﹤0.01%
50
2838
$2.6K ﹤0.01%
100
-100
2839
$2.6K ﹤0.01%
20
2840
$2.59K ﹤0.01%
164
+21
2841
$2.58K ﹤0.01%
100
2842
$2.58K ﹤0.01%
73
2843
$2.57K ﹤0.01%
34
2844
$2.57K ﹤0.01%
51
-28
2845
$2.56K ﹤0.01%
+22
2846
$2.56K ﹤0.01%
14
2847
$2.55K ﹤0.01%
52
2848
$2.54K ﹤0.01%
30
-27
2849
$2.54K ﹤0.01%
100
-100
2850
$2.54K ﹤0.01%
9
112 113
114
115 116