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
651
$151K 0.01%
1,576
+73
652
$151K 0.01%
2,769
653
$151K 0.01%
593
+82
654
$151K 0.01%
10,264
+399
655
$150K 0.01%
3,096
+375
656
$149K 0.01%
3,955
-8
657
$148K 0.01%
1,247
+91
658
$148K 0.01%
1,016
+135
659
$148K 0.01%
3,119
-77
660
$147K 0.01%
1,968
+20
661
$147K 0.01%
1,977
+79
662
$147K 0.01%
6,000
663
$146K 0.01%
1,983
-322
664
$145K 0.01%
1,619
+7
665
$145K 0.01%
6,794
+6,167
666
$145K 0.01%
5,767
+237
667
$145K 0.01%
4,082
668
$145K 0.01%
2,240
+44
669
$143K 0.01%
2,334
+21
670
$143K 0.01%
4,813
-1,218
671
$143K 0.01%
1,237
-374
672
$143K 0.01%
2,117
-303
673
$142K 0.01%
1,332
+13
674
$141K 0.01%
3,268
-289
675
$140K 0.01%
1,759
-1,582
25 26
27
28 29