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
3076
$1.27K ﹤0.01%
40
-14
3077
$1.26K ﹤0.01%
+55
3078
$1.26K ﹤0.01%
315
+1
3079
$1.25K ﹤0.01%
+47
3080
$1.25K ﹤0.01%
1,080
3081
$1.25K ﹤0.01%
50
3082
$1.25K ﹤0.01%
+38
3083
$1.25K ﹤0.01%
259
-38
3084
$1.23K ﹤0.01%
24
3085
$1.22K ﹤0.01%
72
+1
3086
$1.21K ﹤0.01%
29
3087
$1.21K ﹤0.01%
500
3088
$1.21K ﹤0.01%
447
3089
$1.2K ﹤0.01%
29
-20
3090
$1.2K ﹤0.01%
11
3091
$1.19K ﹤0.01%
100
-1,722
3092
$1.18K ﹤0.01%
83
3093
$1.18K ﹤0.01%
+71
3094
$1.17K ﹤0.01%
17
3095
$1.17K ﹤0.01%
111
3096
$1.16K ﹤0.01%
30
-6
3097
$1.16K ﹤0.01%
+40
3098
$1.16K ﹤0.01%
182
+152
3099
$1.15K ﹤0.01%
115
+18
3100
$1.15K ﹤0.01%
54
122 123
124
125 126