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
726
$115K 0.01%
4,171
+1,100
727
$115K 0.01%
9,716
+216
728
$115K 0.01%
3,132
-28,746
729
$115K 0.01%
2,509
+1,806
730
$115K 0.01%
7,858
-751
731
$114K 0.01%
4,746
-6,342
732
$114K 0.01%
2,739
-1,081
733
$113K 0.01%
775
+66
734
$113K 0.01%
1,083
+27
735
$113K 0.01%
4,810
-1,646
736
$113K 0.01%
1,080
-9
737
$113K 0.01%
1,316
+133
738
$113K 0.01%
4,359
+3,215
739
$113K 0.01%
6,444
740
$112K 0.01%
4,449
-4,917
741
$112K 0.01%
1,089
-582
742
$112K 0.01%
700
-7
743
$111K 0.01%
8,260
+1,130
744
$111K 0.01%
2,725
+300
745
$110K 0.01%
3,100
+3
746
$110K 0.01%
5,588
+611
747
$110K 0.01%
2,516
+1,044
748
$109K 0.01%
1,950
+180
749
$109K 0.01%
1,656
+7
750
$109K 0.01%
9,399
-863
28 29
30
31 32