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
901
$68K 0.01%
1,456
-300
902
$68K 0.01%
4,659
+102
903
$68K 0.01%
1,624
904
$68K 0.01%
342
+2
905
$68K 0.01%
3,061
+2,255
906
$68K 0.01%
1,166
907
$67K 0.01%
1,150
-58
908
$67K 0.01%
2,286
-115
909
$67K 0.01%
825
-106
910
$67K 0.01%
208
+9
911
$67K 0.01%
6,073
+157
912
$67K 0.01%
421
-7
913
$66K 0.01%
3,200
+65
914
$66K 0.01%
389
-70
915
$66K 0.01%
2,577
-57,548
916
$66K 0.01%
3,043
-55
917
$66K 0.01%
1,700
+18
918
$66K 0.01%
205
-28
919
$66K 0.01%
778
-418
920
$65K ﹤0.01%
9,752
921
$65K ﹤0.01%
774
+7
922
$65K ﹤0.01%
2,306
+164
923
$65K ﹤0.01%
1,810
+157
924
$64K ﹤0.01%
1,157
925
$64K ﹤0.01%
922
+853
35 36
37
38 39