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
676
$140K 0.01%
2,958
+1,317
677
$139K 0.01%
4,480
+595
678
$139K 0.01%
7,250
+6,933
679
$138K 0.01%
996
+116
680
$138K 0.01%
2,629
+6
681
$137K 0.01%
573
+62
682
$137K 0.01%
6,002
+2,228
683
$136K 0.01%
4,392
684
$136K 0.01%
1,391
-45
685
$136K 0.01%
1,885
+935
686
$135K 0.01%
1,264
-6,252
687
$135K 0.01%
1,406
+7
688
$134K 0.01%
3,648
+390
689
$134K 0.01%
2,010
-39,191
690
$133K 0.01%
4,358
+3,149
691
$133K 0.01%
522
-7,110
692
$133K 0.01%
420
-19
693
$132K 0.01%
2,707
+22
694
$131K 0.01%
+5,725
695
$130K 0.01%
775
+208
696
$129K 0.01%
701
+143
697
$128K 0.01%
4,548
+2,795
698
$128K 0.01%
3,319
-223
699
$127K 0.01%
871
-28
700
$126K 0.01%
8,052
-1,583
26 27
28
29 30