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
976
$56K ﹤0.01%
3,864
+82
977
$56K ﹤0.01%
1,565
+291
978
$56K ﹤0.01%
852
+314
979
$56K ﹤0.01%
1,973
980
$56K ﹤0.01%
634
-70
981
$56K ﹤0.01%
1,199
+13
982
$56K ﹤0.01%
155
-2
983
$55K ﹤0.01%
1,189
-121
984
$55K ﹤0.01%
1,775
+314
985
$55K ﹤0.01%
6,151
986
$54K ﹤0.01%
63
+11
987
$54K ﹤0.01%
272
+217
988
$54K ﹤0.01%
151
-46
989
$54K ﹤0.01%
2,490
990
$53K ﹤0.01%
1,019
+193
991
$53K ﹤0.01%
1,203
+250
992
$52K ﹤0.01%
618
-262
993
$52K ﹤0.01%
+8,453
994
$52K ﹤0.01%
788
+12
995
$52K ﹤0.01%
1,033
996
$52K ﹤0.01%
509
+93
997
$52K ﹤0.01%
1,131
-45
998
$52K ﹤0.01%
1,237
+53
999
$52K ﹤0.01%
879
+705
1000
$52K ﹤0.01%
453
+89
38 39
40
41 42