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
$3.31B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,682
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.71M
3
+$5.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.16M
5
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$5.12M

Top Sells

1
+$23.7M
2
+$19.3M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.46M

Sector Composition

1 Technology 10.87%
2 Financials 8.57%
3 Healthcare 3.87%
4 Consumer Discretionary 3.35%
5 Industrials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$401K 0.01%
9,898
-489
702
$399K 0.01%
9,325
+1,796
703
$399K 0.01%
13,462
-427
704
$395K 0.01%
801
+376
705
$394K 0.01%
2,621
-114
706
$393K 0.01%
202
+27
707
$392K 0.01%
2,732
+405
708
$390K 0.01%
5,423
+86
709
$387K 0.01%
8,625
-27
710
$386K 0.01%
12,361
+4,556
711
$385K 0.01%
10,460
+180
712
$384K 0.01%
6,558
-21,176
713
$383K 0.01%
3,683
-379
714
$382K 0.01%
2,570
+79
715
$381K 0.01%
11,479
+10,764
716
$381K 0.01%
8,082
+722
717
$377K 0.01%
12,401
-1,689
718
$377K 0.01%
3,639
+569
719
$376K 0.01%
3,843
+900
720
$375K 0.01%
11,893
-628
721
$375K 0.01%
1,497
-162
722
$373K 0.01%
19,335
-2,935
723
$371K 0.01%
2,742
+1,462
724
$369K 0.01%
7,223
+590
725
$368K 0.01%
18,172
+117
27 28
29
30 31