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
3051
$1.35K ﹤0.01%
52
3052
$1.34K ﹤0.01%
13
-63
3053
$1.34K ﹤0.01%
53
3054
$1.33K ﹤0.01%
29
3055
$1.33K ﹤0.01%
17
3056
$1.33K ﹤0.01%
98
3057
$1.32K ﹤0.01%
247
-262
3058
$1.32K ﹤0.01%
97
+43
3059
$1.32K ﹤0.01%
71
+2
3060
$1.32K ﹤0.01%
48
3061
$1.32K ﹤0.01%
15
-5
3062
$1.32K ﹤0.01%
42
3063
$1.32K ﹤0.01%
98
3064
$1.32K ﹤0.01%
38
3065
$1.32K ﹤0.01%
10
3066
$1.31K ﹤0.01%
66
3067
$1.31K ﹤0.01%
68
3068
$1.3K ﹤0.01%
35
3069
$1.29K ﹤0.01%
32
+24
3070
$1.28K ﹤0.01%
411
3071
$1.28K ﹤0.01%
88
3072
$1.28K ﹤0.01%
+67
3073
$1.27K ﹤0.01%
1
3074
$1.27K ﹤0.01%
28
-22
3075
$1.27K ﹤0.01%
57
+23
121 122
123
124 125