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
951
$59K ﹤0.01%
2,123
+914
952
$59K ﹤0.01%
655
953
$59K ﹤0.01%
188
-3
954
$59K ﹤0.01%
2,090
955
$59K ﹤0.01%
+1,697
956
$59K ﹤0.01%
1,552
+1,217
957
$58K ﹤0.01%
653
+73
958
$58K ﹤0.01%
1,569
959
$58K ﹤0.01%
191
+78
960
$58K ﹤0.01%
778
-9
961
$58K ﹤0.01%
2,193
-11
962
$58K ﹤0.01%
428
-36
963
$58K ﹤0.01%
1,024
-147
964
$58K ﹤0.01%
1,015
+971
965
$57K ﹤0.01%
1,708
+181
966
$57K ﹤0.01%
258
+11
967
$57K ﹤0.01%
1,474
+77
968
$57K ﹤0.01%
2,144
+452
969
$57K ﹤0.01%
412
+69
970
$57K ﹤0.01%
2,086
971
$57K ﹤0.01%
1,841
972
$57K ﹤0.01%
1,056
+30
973
$56K ﹤0.01%
1,943
+22
974
$56K ﹤0.01%
483
+36
975
$56K ﹤0.01%
559
-92
37 38
39
40 41