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
576
$191K 0.01%
5,338
-1,642
577
$191K 0.01%
4,080
+250
578
$191K 0.01%
7,895
+623
579
$189K 0.01%
991
+46
580
$188K 0.01%
1,146
-374
581
$186K 0.01%
1,862
-1,030
582
$186K 0.01%
2,150
583
$186K 0.01%
2,859
+1,504
584
$186K 0.01%
2,018
585
$186K 0.01%
6,638
-21,063
586
$184K 0.01%
630
+43
587
$183K 0.01%
2,420
+94
588
$182K 0.01%
5,413
+435
589
$181K 0.01%
7,932
+106
590
$181K 0.01%
4,000
+970
591
$180K 0.01%
667
+9
592
$179K 0.01%
15,698
-373
593
$179K 0.01%
2,413
-216
594
$178K 0.01%
4,400
-30
595
$178K 0.01%
379
+2
596
$178K 0.01%
817
+121
597
$177K 0.01%
8,528
+775
598
$177K 0.01%
5,495
-27
599
$177K 0.01%
3,323
-115
600
$177K 0.01%
2,941
-17,981
22 23
24
25 26