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
551
$212K 0.02%
2,031
+8
552
$210K 0.02%
10,884
+17
553
$207K 0.02%
18,124
-522
554
$207K 0.02%
4,659
+1,084
555
$206K 0.02%
2,702
+463
556
$206K 0.02%
1,961
-790
557
$205K 0.02%
8,462
+460
558
$202K 0.02%
6,947
-374
559
$202K 0.02%
4,399
-3,718
560
$200K 0.02%
1,842
+63
561
$199K 0.02%
10,640
562
$199K 0.02%
3,049
+37
563
$198K 0.02%
1,538
+433
564
$198K 0.02%
8,507
+7,572
565
$197K 0.01%
9,532
+3,627
566
$196K 0.01%
335
-27
567
$196K 0.01%
4,759
-310
568
$194K 0.01%
6,606
569
$194K 0.01%
6,426
-975
570
$194K 0.01%
4,021
-4,257
571
$194K 0.01%
2,942
+192
572
$193K 0.01%
3,548
-8
573
$192K 0.01%
6,049
-1,045
574
$192K 0.01%
1,688
+128
575
$191K 0.01%
2,437
+168
21 22
23
24 25