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
1051
$46K ﹤0.01%
267
+11
1052
$46K ﹤0.01%
388
-2
1053
$46K ﹤0.01%
874
+55
1054
$46K ﹤0.01%
800
+500
1055
$46K ﹤0.01%
387
-27
1056
$46K ﹤0.01%
3,859
+291
1057
$46K ﹤0.01%
422
+78
1058
$45K ﹤0.01%
3,448
+948
1059
$45K ﹤0.01%
425
+152
1060
$45K ﹤0.01%
360
-123
1061
$45K ﹤0.01%
1,645
+498
1062
$45K ﹤0.01%
1,994
-330
1063
$45K ﹤0.01%
1,195
-50
1064
$45K ﹤0.01%
719
+14
1065
$45K ﹤0.01%
579
+147
1066
$44K ﹤0.01%
449
+11
1067
$44K ﹤0.01%
2,140
+407
1068
$44K ﹤0.01%
313
1069
$44K ﹤0.01%
458
+81
1070
$44K ﹤0.01%
4,441
-710
1071
$44K ﹤0.01%
416
1072
$44K ﹤0.01%
532
+3
1073
$44K ﹤0.01%
4,997
1074
$44K ﹤0.01%
1,295
+1,292
1075
$44K ﹤0.01%
4,192
-20
41 42
43
44 45