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
501
$256K 0.02%
5,411
502
$255K 0.02%
597
+71
503
$253K 0.02%
3,017
+32
504
$251K 0.02%
4,067
+67
505
$251K 0.02%
3,079
-227
506
$249K 0.02%
13,535
+2,922
507
$248K 0.02%
7,520
+2,033
508
$248K 0.02%
5,214
-43
509
$247K 0.02%
4,309
-191
510
$245K 0.02%
2,788
-425
511
$244K 0.02%
5,808
+135
512
$243K 0.02%
12,525
+13
513
$242K 0.02%
5,644
+78
514
$241K 0.02%
2,924
+398
515
$241K 0.02%
2,931
+518
516
$240K 0.02%
990
+12
517
$240K 0.02%
2,239
+79
518
$240K 0.02%
4,391
-15,049
519
$239K 0.02%
2,618
-12
520
$238K 0.02%
2,539
+489
521
$238K 0.02%
2,134
+17
522
$237K 0.02%
2,999
-1,287
523
$237K 0.02%
18,242
-1,492
524
$236K 0.02%
3,344
-1,165
525
$235K 0.02%
+131,830
19 20
21
22 23