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
2876
$0 ﹤0.01%
4
2877
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5
2878
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2879
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10
2880
– –
-5
2881
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2882
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2883
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2884
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2885
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36
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2886
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2887
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3
2888
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-10
2889
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2890
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2891
$0 ﹤0.01%
1
2892
– –
-1,921
2893
$0 ﹤0.01%
+14
2894
$0 ﹤0.01%
1
2895
– –
-40
2896
– –
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$0 ﹤0.01%
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2898
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2899
$0 ﹤0.01%
13
2900
$0 ﹤0.01%
+7
114 115
116
117 118