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
476
$295K 0.02%
7,105
+240
477
$295K 0.02%
1,412
+2
478
$293K 0.02%
949
-13
479
$289K 0.02%
6,329
+444
480
$288K 0.02%
11,543
-306
481
$285K 0.02%
14,325
+38
482
$280K 0.02%
3,264
+636
483
$280K 0.02%
6,957
-2,365
484
$280K 0.02%
5,590
-1,191
485
$278K 0.02%
3,331
+529
486
$276K 0.02%
19,266
-524
487
$275K 0.02%
5,470
+418
488
$274K 0.02%
1,923
+21
489
$273K 0.02%
5,656
-61,662
490
$272K 0.02%
25,675
+255
491
$271K 0.02%
9,396
+87
492
$267K 0.02%
20,854
+20,725
493
$265K 0.02%
2,409
+1,435
494
$264K 0.02%
861
+111
495
$262K 0.02%
2,546
-4,928
496
$262K 0.02%
10,829
-115
497
$262K 0.02%
1,637
+535
498
$260K 0.02%
2,297
+10
499
$258K 0.02%
14,730
500
$257K 0.02%
1,474
+80
18 19
20
21 22