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
926
$192K 0.01%
879
927
$191K 0.01%
1,626
+16
928
$191K 0.01%
3,413
+1,795
929
$191K 0.01%
3,889
+602
930
$191K 0.01%
4,710
+253
931
$190K 0.01%
2,920
+480
932
$189K 0.01%
1,356
+4
933
$189K 0.01%
820
-235
934
$189K 0.01%
1,542
-280
935
$189K 0.01%
7,881
-2,607
936
$189K 0.01%
1,187
-5
937
$187K 0.01%
1,600
-267
938
$187K 0.01%
3,747
+31
939
$187K 0.01%
1,431
+997
940
$186K 0.01%
17,568
-450
941
$185K 0.01%
10,024
-692
942
$185K 0.01%
1,920
-1,652
943
$184K 0.01%
3,804
+2,766
944
$184K 0.01%
2,604
+615
945
$183K 0.01%
12,704
+151
946
$183K 0.01%
424
+118
947
$182K 0.01%
3,825
+872
948
$182K 0.01%
7,793
+68
949
$182K 0.01%
913
+433
950
$181K 0.01%
9,177
-1,870
36 37
38
39 40