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
3026
$1.47K ﹤0.01%
220
3027
$1.46K ﹤0.01%
462
+1
3028
$1.46K ﹤0.01%
181
+161
3029
$1.46K ﹤0.01%
32
-5
3030
$1.45K ﹤0.01%
56
-11
3031
$1.44K ﹤0.01%
337
3032
$1.44K ﹤0.01%
102
3033
$1.42K ﹤0.01%
23
3034
$1.42K ﹤0.01%
12
3035
$1.42K ﹤0.01%
187
3036
$1.42K ﹤0.01%
27
-6
3037
$1.41K ﹤0.01%
600
3038
$1.41K ﹤0.01%
22
-25
3039
$1.4K ﹤0.01%
50
3040
$1.39K ﹤0.01%
29
+2
3041
$1.39K ﹤0.01%
42
3042
$1.39K ﹤0.01%
39
3043
$1.39K ﹤0.01%
151
3044
$1.38K ﹤0.01%
34
3045
$1.37K ﹤0.01%
106
-200
3046
$1.37K ﹤0.01%
73
-35
3047
$1.37K ﹤0.01%
400
-400
3048
$1.36K ﹤0.01%
34
-274
3049
$1.36K ﹤0.01%
+61
3050
$1.36K ﹤0.01%
51
-32
120 121
122
123 124