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
801
$277K 0.01%
3,105
+448
802
$276K 0.01%
495
+20
803
$275K 0.01%
1,881
+157
804
$275K 0.01%
933
+117
805
$275K 0.01%
628
+124
806
$274K 0.01%
2,787
+28
807
$273K 0.01%
1,719
-312
808
$272K 0.01%
60,000
809
$272K 0.01%
5,572
+5,233
810
$272K 0.01%
1,245
-259
811
$271K 0.01%
1,490
+19
812
$269K 0.01%
1,522
+770
813
$267K 0.01%
1,533
-304
814
$266K 0.01%
4,494
-695
815
$266K 0.01%
5,345
+60
816
$264K 0.01%
16,687
+10
817
$263K 0.01%
5,251
+3,792
818
$263K 0.01%
3,700
+1,139
819
$263K 0.01%
4,057
+1,563
820
$263K 0.01%
12,161
-1,033
821
$262K 0.01%
6,355
+2,963
822
$260K 0.01%
4,386
-315
823
$260K 0.01%
1,537
+642
824
$259K 0.01%
1,487
-145
825
$258K 0.01%
1,286
-375
31 32
33
34 35