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
1076
$43K ﹤0.01%
2,105
-3,102
1077
$43K ﹤0.01%
+2,400
1078
$43K ﹤0.01%
1,134
-159
1079
$43K ﹤0.01%
546
+163
1080
$43K ﹤0.01%
463
-28
1081
$42K ﹤0.01%
613
+192
1082
$42K ﹤0.01%
831
-161
1083
$42K ﹤0.01%
369
+213
1084
$42K ﹤0.01%
1,315
+800
1085
$42K ﹤0.01%
915
1086
$42K ﹤0.01%
1,696
-4,972
1087
$42K ﹤0.01%
1,417
1088
$42K ﹤0.01%
319
+65
1089
$42K ﹤0.01%
1,720
+10
1090
$42K ﹤0.01%
613
-8
1091
$42K ﹤0.01%
262
-37
1092
$42K ﹤0.01%
1,047
-19
1093
$42K ﹤0.01%
447
1094
$42K ﹤0.01%
2,846
+595
1095
$42K ﹤0.01%
902
-107
1096
$41K ﹤0.01%
956
+174
1097
$41K ﹤0.01%
925
+3
1098
$41K ﹤0.01%
872
-34
1099
$41K ﹤0.01%
762
-196
1100
$41K ﹤0.01%
2,193
+21
42 43
44
45 46