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
2876
$2.39K ﹤0.01%
59
-85
2877
$2.38K ﹤0.01%
85
2878
$2.38K ﹤0.01%
80
+1
2879
$2.37K ﹤0.01%
46
+1
2880
$2.36K ﹤0.01%
157
2881
$2.36K ﹤0.01%
485
2882
$2.35K ﹤0.01%
84
-73
2883
$2.35K ﹤0.01%
113
2884
$2.34K ﹤0.01%
50
2885
$2.33K ﹤0.01%
250
2886
$2.33K ﹤0.01%
25
-22
2887
$2.32K ﹤0.01%
17
-2
2888
$2.32K ﹤0.01%
558
+429
2889
$2.3K ﹤0.01%
120
2890
$2.3K ﹤0.01%
50
-17
2891
$2.28K ﹤0.01%
98
2892
$2.28K ﹤0.01%
565
+161
2893
$2.27K ﹤0.01%
52
-3
2894
$2.26K ﹤0.01%
58
+13
2895
$2.25K ﹤0.01%
45
2896
$2.24K ﹤0.01%
63
-374
2897
$2.24K ﹤0.01%
79
-255
2898
$2.23K ﹤0.01%
18
-68
2899
$2.23K ﹤0.01%
25
-437
2900
$2.23K ﹤0.01%
178
114 115
116
117 118