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
2951
$1.88K ﹤0.01%
114
-150
2952
$1.88K ﹤0.01%
27
2953
$1.87K ﹤0.01%
26
-85
2954
$1.86K ﹤0.01%
7
2955
$1.85K ﹤0.01%
24
2956
$1.85K ﹤0.01%
11
2957
$1.84K ﹤0.01%
75
2958
$1.84K ﹤0.01%
107
+52
2959
$1.83K ﹤0.01%
23
-13
2960
$1.83K ﹤0.01%
35
2961
$1.83K ﹤0.01%
47
-22
2962
$1.83K ﹤0.01%
+1,000
2963
$1.82K ﹤0.01%
364
+10
2964
$1.82K ﹤0.01%
746
2965
$1.81K ﹤0.01%
24
2966
$1.81K ﹤0.01%
661
2967
$1.81K ﹤0.01%
+100
2968
$1.8K ﹤0.01%
115
-175
2969
$1.8K ﹤0.01%
294
2970
$1.79K ﹤0.01%
16
2971
$1.79K ﹤0.01%
10
-224
2972
$1.78K ﹤0.01%
193
2973
$1.78K ﹤0.01%
37
2974
$1.77K ﹤0.01%
80
2975
$1.77K ﹤0.01%
50
117 118
119
120 121