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
401
$1.19M 0.04%
65,899
+2,883
402
$1.19M 0.04%
5,984
+215
403
$1.18M 0.04%
15,287
+1,307
404
$1.18M 0.04%
59,871
+11,465
405
$1.17M 0.04%
10,460
+185
406
$1.17M 0.04%
12,593
+610
407
$1.17M 0.04%
12,180
-2,180
408
$1.17M 0.04%
4,145
-239
409
$1.17M 0.04%
8,196
-484
410
$1.16M 0.04%
19,346
+8,196
411
$1.16M 0.04%
24,788
+3,566
412
$1.15M 0.03%
4,507
+40
413
$1.14M 0.03%
8,146
+85
414
$1.14M 0.03%
2,456
-291
415
$1.14M 0.03%
5,957
+301
416
$1.13M 0.03%
14,880
-3,680
417
$1.12M 0.03%
107,279
+26
418
$1.12M 0.03%
17,810
-19,261
419
$1.12M 0.03%
22,264
+1,708
420
$1.12M 0.03%
1,800
+57
421
$1.12M 0.03%
9,881
+1,194
422
$1.11M 0.03%
9,286
-242
423
$1.11M 0.03%
12,487
-498
424
$1.11M 0.03%
3,201
+62
425
$1.1M 0.03%
4,169
+3,816
15 16
17
18 19