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
2851
$2.53K ﹤0.01%
1,400
2852
$2.52K ﹤0.01%
50
-128
2853
$2.52K ﹤0.01%
76
2854
$2.51K ﹤0.01%
146
-252
2855
$2.51K ﹤0.01%
40
2856
$2.51K ﹤0.01%
29
2857
$2.5K ﹤0.01%
11
2858
$2.5K ﹤0.01%
45
2859
$2.48K ﹤0.01%
61
-101
2860
$2.47K ﹤0.01%
147
2861
$2.45K ﹤0.01%
106
2862
$2.45K ﹤0.01%
201
+1
2863
$2.45K ﹤0.01%
35
2864
$2.45K ﹤0.01%
51
2865
$2.45K ﹤0.01%
34
+2
2866
$2.45K ﹤0.01%
101
-160
2867
$2.44K ﹤0.01%
94
+16
2868
$2.44K ﹤0.01%
140
2869
$2.43K ﹤0.01%
61
2870
$2.43K ﹤0.01%
36
2871
$2.42K ﹤0.01%
317
+44
2872
$2.42K ﹤0.01%
47
2873
$2.42K ﹤0.01%
300
2874
$2.41K ﹤0.01%
51
2875
$2.39K ﹤0.01%
257
+5
113 114
115
116 117