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
$1.32B
AUM Growth
+$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,117
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.05M
3
+$5.58M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.67M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.22M

Top Sells

1
+$6.2M
2
+$5.18M
3
+$3.08M
4
GTIP icon
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
+$2.98M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.61M

Sector Composition

1 Financials 10.95%
2 Technology 8.33%
3 Healthcare 4.33%
4 Consumer Discretionary 3.14%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$532K 0.04%
11,237
+4,408
352
$531K 0.04%
4,268
-707
353
$528K 0.04%
7,055
+196
354
$524K 0.04%
10,871
+5,807
355
$523K 0.04%
23,100
-3,000
356
$523K 0.04%
11,003
-246
357
$519K 0.04%
4,119
+1,061
358
$517K 0.04%
11,038
+1,141
359
$516K 0.04%
13,058
+1,061
360
$516K 0.04%
7,106
+2,337
361
$514K 0.04%
10,866
362
$512K 0.04%
31,015
+22,270
363
$507K 0.04%
25,543
+4,774
364
$507K 0.04%
9,636
+2,995
365
$505K 0.04%
9,287
+1,288
366
$505K 0.04%
12,118
+2,369
367
$497K 0.04%
72,027
+12,730
368
$495K 0.04%
8,351
+560
369
$495K 0.04%
10,220
-109
370
$493K 0.04%
4,726
+1,624
371
$488K 0.04%
5,469
+4,659
372
$485K 0.04%
6,787
-6
373
$484K 0.04%
19,562
+7,450
374
$477K 0.04%
2,091
+111
375
$473K 0.04%
9,623
+365
13 14
15
16 17