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
376
$471K 0.04%
2,593
+3
377
$469K 0.04%
3,416
+250
378
$467K 0.04%
9,517
-3,188
379
$464K 0.04%
4,407
-110
380
$464K 0.04%
3,225
-285
381
$463K 0.04%
1,408
+189
382
$458K 0.03%
13,502
+3,200
383
$453K 0.03%
6,350
+5,859
384
$452K 0.03%
15,100
+850
385
$451K 0.03%
9,412
-570
386
$450K 0.03%
9,385
-11,511
387
$449K 0.03%
1,503
-258
388
$445K 0.03%
6,177
+1,277
389
$439K 0.03%
5,716
-1,025
390
$428K 0.03%
7,155
-140
391
$426K 0.03%
13,431
+151
392
$421K 0.03%
3,658
+35
393
$419K 0.03%
7,357
+2,810
394
$416K 0.03%
4,631
+673
395
$415K 0.03%
4,792
+24
396
$409K 0.03%
9,300
-60
397
$408K 0.03%
1,437
+172
398
$407K 0.03%
3,245
-179
399
$406K 0.03%
14,537
-132
400
$405K 0.03%
8,353
-2,354
14 15
16
17 18