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
776
$100K 0.01%
1,275
+76
777
$100K 0.01%
1,818
+279
778
$99K 0.01%
1,234
-84
779
$99K 0.01%
2,680
780
$98K 0.01%
2,481
-70
781
$98K 0.01%
1,534
+46
782
$98K 0.01%
+4,000
783
$98K 0.01%
3,054
+73
784
$97K 0.01%
6,868
-47
785
$97K 0.01%
2,037
+769
786
$97K 0.01%
1,789
787
$97K 0.01%
806
+172
788
$97K 0.01%
290
+15
789
$97K 0.01%
3,498
+1,498
790
$96K 0.01%
574
+1
791
$96K 0.01%
1,332
+241
792
$95K 0.01%
2,500
+600
793
$95K 0.01%
3,467
+3,067
794
$95K 0.01%
567
+82
795
$94K 0.01%
2,221
796
$94K 0.01%
8,512
797
$93K 0.01%
639
+205
798
$93K 0.01%
2,224
+772
799
$93K 0.01%
2,860
-328
800
$93K 0.01%
1,507
+12
30 31
32
33 34