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
826
$258K 0.01%
7,132
+3,913
827
$258K 0.01%
9,270
-198
828
$256K 0.01%
4,205
+787
829
$256K 0.01%
25,765
+24,141
830
$256K 0.01%
16,587
+1,161
831
$256K 0.01%
4,316
-1,483
832
$254K 0.01%
4,713
+117
833
$253K 0.01%
7,569
+2,503
834
$252K 0.01%
3,761
-679
835
$252K 0.01%
3,232
-3,119
836
$252K 0.01%
8,450
+976
837
$251K 0.01%
4,813
-194
838
$248K 0.01%
1,022
-8
839
$247K 0.01%
5,093
+3,543
840
$247K 0.01%
1,340
+3
841
$247K 0.01%
6,557
+6,006
842
$246K 0.01%
1,825
+79
843
$245K 0.01%
12,215
-1,374
844
$245K 0.01%
4,519
-51
845
$245K 0.01%
7,621
+5
846
$245K 0.01%
4,168
-70
847
$243K 0.01%
6,290
-40
848
$242K 0.01%
2,226
+428
849
$241K 0.01%
+9,315
850
$241K 0.01%
10,496
32 33
34
35 36