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
1151
$35K ﹤0.01%
805
+348
1152
$35K ﹤0.01%
1,625
-196
1153
$35K ﹤0.01%
368
+26
1154
$35K ﹤0.01%
4,730
+1,451
1155
$35K ﹤0.01%
365
+30
1156
$35K ﹤0.01%
1,431
-12,646
1157
$35K ﹤0.01%
190
-32
1158
$34K ﹤0.01%
807
-203
1159
$34K ﹤0.01%
705
-700
1160
$34K ﹤0.01%
2,499
+64
1161
$34K ﹤0.01%
835
1162
$34K ﹤0.01%
360
+14
1163
$34K ﹤0.01%
+1,748
1164
$34K ﹤0.01%
27
+5
1165
$34K ﹤0.01%
1,844
+42
1166
$34K ﹤0.01%
3,125
-47
1167
$34K ﹤0.01%
610
+162
1168
$33K ﹤0.01%
498
+171
1169
$33K ﹤0.01%
7,224
+270
1170
$33K ﹤0.01%
632
-2,488
1171
$33K ﹤0.01%
1,440
+18
1172
$33K ﹤0.01%
418
1173
$33K ﹤0.01%
800
-764
1174
$33K ﹤0.01%
190
+30
1175
$33K ﹤0.01%
491
-428
45 46
47
48 49