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
401
$402K 0.03%
2,913
-76
402
$401K 0.03%
20,876
-3,271
403
$399K 0.03%
17,774
+461
404
$395K 0.03%
12,444
+6,851
405
$392K 0.03%
18,928
+16,024
406
$391K 0.03%
10,804
+1,153
407
$381K 0.03%
3,593
+257
408
$380K 0.03%
6,207
-64
409
$379K 0.03%
41,000
+2,000
410
$372K 0.03%
5,943
411
$371K 0.03%
13,815
+3,581
412
$371K 0.03%
8,473
-10,285
413
$370K 0.03%
3,908
-8,916
414
$368K 0.03%
2,425
+96
415
$359K 0.03%
1,456
-7,362
416
$356K 0.03%
12,238
-2,101
417
$355K 0.03%
7,280
-5,054
418
$349K 0.03%
6,977
-953
419
$349K 0.03%
13,275
-1,748
420
$349K 0.03%
16,526
+365
421
$346K 0.03%
13,836
422
$345K 0.03%
1,411
-54
423
$344K 0.03%
11,149
+2,574
424
$343K 0.03%
9,345
+2,191
425
$342K 0.03%
8,165
+52
15 16
17
18 19