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
626
$165K 0.01%
3,483
+120
627
$164K 0.01%
586
+73
628
$164K 0.01%
12,815
-2,688
629
$164K 0.01%
3,711
630
$162K 0.01%
5,064
+512
631
$162K 0.01%
3,239
+267
632
$162K 0.01%
2,640
+1,175
633
$162K 0.01%
9,786
-963
634
$161K 0.01%
1,251
+216
635
$161K 0.01%
4,370
+69
636
$160K 0.01%
3,470
637
$160K 0.01%
3,181
+2,517
638
$158K 0.01%
7,137
-360
639
$157K 0.01%
1,661
-5,047
640
$157K 0.01%
4,666
+42
641
$156K 0.01%
279
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642
$156K 0.01%
1,189
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643
$156K 0.01%
2,563
-137
644
$155K 0.01%
1,706
+347
645
$155K 0.01%
3,224
+47
646
$153K 0.01%
4,031
+81
647
$153K 0.01%
4,466
+29
648
$153K 0.01%
636
649
$152K 0.01%
2,633
+267
650
$152K 0.01%
9,011
+296
24 25
26
27 28