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
801
$93K 0.01%
1,310
+883
802
$93K 0.01%
2,122
-30
803
$92K 0.01%
4,623
-283
804
$92K 0.01%
1,594
-120
805
$91K 0.01%
36
-9
806
$91K 0.01%
603
+29
807
$91K 0.01%
579
+245
808
$91K 0.01%
3,013
-929
809
$90K 0.01%
922
-21
810
$90K 0.01%
1,218
-44
811
$90K 0.01%
7,293
+2,047
812
$90K 0.01%
7,731
-309
813
$90K 0.01%
1,616
-5
814
$90K 0.01%
1,783
+213
815
$89K 0.01%
4,900
-479
816
$89K 0.01%
2,704
-1,857
817
$89K 0.01%
+7,345
818
$89K 0.01%
1,933
+433
819
$89K 0.01%
678
-24
820
$89K 0.01%
642
+153
821
$89K 0.01%
3,208
+340
822
$89K 0.01%
3,080
+308
823
$89K 0.01%
3,855
+58
824
$89K 0.01%
1,963
-249
825
$88K 0.01%
2,821
31 32
33
34 35