GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$11.4M
2
+$6.48M
3
+$5.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.97M
5
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$4.92M

Top Sells

1
+$23.7M
2
+$19.3M
3
+$11.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.7M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.16M

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
2926
$2.05K ﹤0.01%
43
2927
$2.04K ﹤0.01%
434
+2
2928
$2.04K ﹤0.01%
33
+28
2929
$2.04K ﹤0.01%
89
2930
$2.04K ﹤0.01%
74
2931
$2.02K ﹤0.01%
+1,006
2932
$2.02K ﹤0.01%
123
2933
$2K ﹤0.01%
34
2934
$2K ﹤0.01%
+120
2935
$2K ﹤0.01%
23
-89
2936
$1.99K ﹤0.01%
22
2937
$1.97K ﹤0.01%
+142
2938
$1.97K ﹤0.01%
42
-15
2939
$1.97K ﹤0.01%
54
2940
$1.96K ﹤0.01%
225
2941
$1.95K ﹤0.01%
14
2942
$1.94K ﹤0.01%
+253
2943
$1.93K ﹤0.01%
244
+204
2944
$1.92K ﹤0.01%
452
-177
2945
$1.92K ﹤0.01%
66
2946
$1.92K ﹤0.01%
90
2947
$1.91K ﹤0.01%
38
2948
$1.9K ﹤0.01%
89
+27
2949
$1.89K ﹤0.01%
2,000
2950
$1.88K ﹤0.01%
50
116 117
118
119 120