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
876
$73K 0.01%
1,421
+1,055
877
$73K 0.01%
210
+71
878
$73K 0.01%
7,905
879
$73K 0.01%
1,607
880
$72K 0.01%
7,135
+109
881
$72K 0.01%
3,148
+99
882
$72K 0.01%
1,339
+15
883
$72K 0.01%
2,615
+35
884
$72K 0.01%
1,325
+5
885
$71K 0.01%
203
+9
886
$71K 0.01%
1,165
-47
887
$71K 0.01%
5,987
-608
888
$71K 0.01%
151
+20
889
$70K 0.01%
1,051
-292
890
$70K 0.01%
1,916
+24
891
$70K 0.01%
611
-79
892
$70K 0.01%
5,268
-1,151
893
$69K 0.01%
2,364
-518
894
$69K 0.01%
1,637
+553
895
$69K 0.01%
366
+7
896
$69K 0.01%
1,492
+100
897
$69K 0.01%
428
+27
898
$69K 0.01%
2,250
+110
899
$68K 0.01%
3,123
-8,666
900
$68K 0.01%
3,462
+1,019
34 35
36
37 38