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
826
$88K 0.01%
2,741
827
$88K 0.01%
7,653
+4,524
828
$87K 0.01%
1,341
-844
829
$87K 0.01%
4,151
-83
830
$87K 0.01%
1,839
831
$86K 0.01%
1,873
-142
832
$86K 0.01%
351
+8
833
$86K 0.01%
6,918
+2
834
$85K 0.01%
3,857
+80
835
$85K 0.01%
10,580
+7,000
836
$84K 0.01%
3,500
-38
837
$84K 0.01%
999
-82
838
$84K 0.01%
1,921
-7,369
839
$84K 0.01%
4,050
+4,000
840
$83K 0.01%
576
+233
841
$83K 0.01%
1,339
-85
842
$83K 0.01%
3,463
-1,255
843
$83K 0.01%
525
+28
844
$83K 0.01%
9,440
-1,080
845
$83K 0.01%
1,007
846
$82K 0.01%
371
+12
847
$82K 0.01%
6,349
+27
848
$82K 0.01%
4,125
+2,665
849
$81K 0.01%
2,848
+2,619
850
$81K 0.01%
2,087
-5
32 33
34
35 36