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
776
$303K 0.01%
4,656
+541
777
$301K 0.01%
7,461
-136
778
$301K 0.01%
1,957
-104
779
$301K 0.01%
4,978
+2,034
780
$301K 0.01%
18,531
+9,015
781
$299K 0.01%
1,042
+37
782
$297K 0.01%
1,438
+525
783
$297K 0.01%
1,680
+642
784
$296K 0.01%
4,482
+4,214
785
$296K 0.01%
4,195
+564
786
$291K 0.01%
5,688
+239
787
$291K 0.01%
3,357
+1,243
788
$290K 0.01%
44,270
-135
789
$290K 0.01%
2,506
+1,300
790
$290K 0.01%
12,795
+98
791
$289K 0.01%
4,383
-312
792
$289K 0.01%
41,351
-1,677
793
$288K 0.01%
1,590
+162
794
$288K 0.01%
61,812
+6,750
795
$286K 0.01%
18,409
+690
796
$282K 0.01%
+3,476
797
$282K 0.01%
15,581
-592
798
$282K 0.01%
6,770
-14,470
799
$282K 0.01%
1,580
-70
800
$278K 0.01%
74,505
+25,000
30 31
32
33 34