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
3226
$639 ﹤0.01%
34
3227
$635 ﹤0.01%
9
3228
$631 ﹤0.01%
56
3229
$628 ﹤0.01%
54
-636
3230
$627 ﹤0.01%
16
3231
$615 ﹤0.01%
40
3232
$615 ﹤0.01%
+33
3233
$604 ﹤0.01%
8
3234
$600 ﹤0.01%
64
3235
$596 ﹤0.01%
11
3236
$596 ﹤0.01%
+17
3237
$595 ﹤0.01%
67
-14
3238
$595 ﹤0.01%
23
3239
$588 ﹤0.01%
200
3240
$582 ﹤0.01%
600
3241
$581 ﹤0.01%
+52
3242
$577 ﹤0.01%
25
-34
3243
$574 ﹤0.01%
6
-68
3244
$566 ﹤0.01%
+20
3245
$561 ﹤0.01%
14
3246
$558 ﹤0.01%
106
3247
$557 ﹤0.01%
+20
3248
$553 ﹤0.01%
26
+1
3249
$546 ﹤0.01%
22
3250
$542 ﹤0.01%
22
128 129
130
131 132