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
701
$126K 0.01%
2,360
-570
702
$125K 0.01%
1,946
+534
703
$125K 0.01%
485
-65
704
$124K 0.01%
1,948
-474
705
$124K 0.01%
823
+411
706
$123K 0.01%
217
+35
707
$123K 0.01%
2,587
+97
708
$122K 0.01%
7,863
-482
709
$121K 0.01%
959
+1
710
$121K 0.01%
682
+30
711
$121K 0.01%
2,113
+573
712
$120K 0.01%
3,603
+555
713
$119K 0.01%
4,927
+1,857
714
$119K 0.01%
1,178
+2
715
$118K 0.01%
2,825
+473
716
$118K 0.01%
2,461
+147
717
$118K 0.01%
9,258
+255
718
$118K 0.01%
1,382
+65
719
$118K 0.01%
158
+5
720
$117K 0.01%
904
+24
721
$117K 0.01%
1,328
+725
722
$116K 0.01%
12,836
+1,214
723
$116K 0.01%
315
-2
724
$116K 0.01%
852
+152
725
$115K 0.01%
801
-76
27 28
29
30 31