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
526
$234K 0.02%
5,250
+4,750
527
$231K 0.02%
714
-1,074
528
$231K 0.02%
1,471
-41
529
$230K 0.02%
39,327
+212
530
$229K 0.02%
1,220
+505
531
$228K 0.02%
5,204
+1,377
532
$228K 0.02%
995
+57
533
$227K 0.02%
1,410
+242
534
$227K 0.02%
11,025
+146
535
$226K 0.02%
8,723
+2,327
536
$225K 0.02%
9,000
+7,000
537
$225K 0.02%
5,640
+4,000
538
$222K 0.02%
4,992
+16
539
$221K 0.02%
936
-80
540
$220K 0.02%
2,271
+174
541
$219K 0.02%
3,170
-21,440
542
$218K 0.02%
6,234
+4,278
543
$217K 0.02%
4,722
-120
544
$217K 0.02%
9,032
-762
545
$216K 0.02%
3,316
+69
546
$216K 0.02%
3,888
-35
547
$214K 0.02%
3,189
+1,531
548
$213K 0.02%
508
+26
549
$212K 0.02%
3,494
+14
550
$212K 0.02%
11,413
+44
20 21
22
23 24