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
851
$80K 0.01%
3,388
-128
852
$80K 0.01%
800
853
$79K 0.01%
364
-17
854
$79K 0.01%
3,683
-120
855
$78K 0.01%
1,739
-254
856
$78K 0.01%
2,147
+1,207
857
$78K 0.01%
1,395
+26
858
$78K 0.01%
1,111
-420
859
$77K 0.01%
1,547
+1,300
860
$77K 0.01%
982
+45
861
$77K 0.01%
1,083
-91
862
$77K 0.01%
6,140
863
$77K 0.01%
29,489
+1,963
864
$76K 0.01%
1,533
-220
865
$76K 0.01%
5,033
+375
866
$75K 0.01%
993
-499
867
$75K 0.01%
1,123
+1,105
868
$75K 0.01%
2,018
+24
869
$75K 0.01%
397
+50
870
$75K 0.01%
1,113
-111
871
$74K 0.01%
970
+16
872
$74K 0.01%
2,505
+1,000
873
$74K 0.01%
4,544
+110
874
$74K 0.01%
889
+65
875
$74K 0.01%
408
-74
33 34
35
36 37