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
3126
$1.03K ﹤0.01%
90
3127
$1.03K ﹤0.01%
92
3128
$1.02K ﹤0.01%
+101
3129
$1.01K ﹤0.01%
3
3130
$1.01K ﹤0.01%
73
3131
$1.01K ﹤0.01%
20
3132
$1K ﹤0.01%
12
-28
3133
$998 ﹤0.01%
11
-128
3134
$997 ﹤0.01%
18
3135
$988 ﹤0.01%
+73
3136
$987 ﹤0.01%
15
3137
$986 ﹤0.01%
29
3138
$985 ﹤0.01%
179
-456
3139
$983 ﹤0.01%
54
-40
3140
$981 ﹤0.01%
9
3141
$981 ﹤0.01%
+238
3142
$977 ﹤0.01%
34
-53
3143
$972 ﹤0.01%
+155
3144
$963 ﹤0.01%
52
-217
3145
$961 ﹤0.01%
15
-6,374
3146
$950 ﹤0.01%
18
-172
3147
$947 ﹤0.01%
+10
3148
$945 ﹤0.01%
21
-1
3149
$944 ﹤0.01%
26
-140
3150
$931 ﹤0.01%
132
124 125
126
127 128