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
2901
$2.22K ﹤0.01%
10
-2
2902
$2.21K ﹤0.01%
65
-65
2903
$2.21K ﹤0.01%
170
2904
$2.16K ﹤0.01%
100
2905
$2.16K ﹤0.01%
29
-119
2906
$2.16K ﹤0.01%
35
-15
2907
$2.15K ﹤0.01%
20
2908
$2.14K ﹤0.01%
104
2909
$2.13K ﹤0.01%
16
-114
2910
$2.12K ﹤0.01%
+126
2911
$2.11K ﹤0.01%
100
2912
$2.11K ﹤0.01%
1,000
2913
$2.11K ﹤0.01%
52
+2
2914
$2.1K ﹤0.01%
40
2915
$2.1K ﹤0.01%
167
2916
$2.1K ﹤0.01%
50
-171
2917
$2.08K ﹤0.01%
126
+28
2918
$2.08K ﹤0.01%
42
2919
$2.08K ﹤0.01%
105
-55
2920
$2.07K ﹤0.01%
117
2921
$2.07K ﹤0.01%
52
2922
$2.06K ﹤0.01%
46
-165
2923
$2.05K ﹤0.01%
500
2924
$2.05K ﹤0.01%
54
2925
$2.05K ﹤0.01%
64
-15
115 116
117
118 119