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
1126
$38K ﹤0.01%
879
-36
1127
$38K ﹤0.01%
5,268
-2,064
1128
$38K ﹤0.01%
1,625
+1
1129
$38K ﹤0.01%
790
-5,650
1130
$37K ﹤0.01%
188
-17
1131
$37K ﹤0.01%
2,250
+1,748
1132
$37K ﹤0.01%
518
+33
1133
$37K ﹤0.01%
1,000
1134
$37K ﹤0.01%
423
+111
1135
$37K ﹤0.01%
443
+260
1136
$37K ﹤0.01%
1,200
1137
$37K ﹤0.01%
1,673
+33
1138
$37K ﹤0.01%
5,025
+412
1139
$37K ﹤0.01%
737
-39
1140
$37K ﹤0.01%
215
1141
$36K ﹤0.01%
343
+23
1142
$36K ﹤0.01%
1,365
+70
1143
$36K ﹤0.01%
418
+70
1144
$36K ﹤0.01%
284
+3
1145
$36K ﹤0.01%
473
-417
1146
$36K ﹤0.01%
40
+3
1147
$36K ﹤0.01%
531
-5
1148
$36K ﹤0.01%
1,428
+8
1149
$35K ﹤0.01%
6,446
+159
1150
$35K ﹤0.01%
240
+12
44 45
46
47 48