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
1176
$33K ﹤0.01%
400
+300
1177
$33K ﹤0.01%
958
+75
1178
$33K ﹤0.01%
+240
1179
$32K ﹤0.01%
1,259
1180
$32K ﹤0.01%
3,000
1181
$32K ﹤0.01%
+1,000
1182
$32K ﹤0.01%
1,858
-3,238
1183
$32K ﹤0.01%
391
-8
1184
$32K ﹤0.01%
151
+10
1185
$32K ﹤0.01%
718
+14
1186
$32K ﹤0.01%
1,370
+97
1187
$32K ﹤0.01%
90
-37
1188
$31K ﹤0.01%
6,017
+1,925
1189
$31K ﹤0.01%
230
+87
1190
$31K ﹤0.01%
2,274
1191
$31K ﹤0.01%
219
+133
1192
$31K ﹤0.01%
72
+6
1193
$31K ﹤0.01%
1,676
+100
1194
$31K ﹤0.01%
822
-221
1195
$31K ﹤0.01%
10,400
1196
$31K ﹤0.01%
5,421
1197
$31K ﹤0.01%
609
-3,008
1198
$30K ﹤0.01%
3,725
1199
$30K ﹤0.01%
1,290
+790
1200
$30K ﹤0.01%
282
-147
46 47
48
49 50