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
$3.31B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,682
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.71M
3
+$5.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.16M
5
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$5.12M

Top Sells

1
+$23.7M
2
+$19.3M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.46M

Sector Composition

1 Technology 10.87%
2 Financials 8.57%
3 Healthcare 3.87%
4 Consumer Discretionary 3.35%
5 Industrials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$115K ﹤0.01%
9,907
-299
1177
$115K ﹤0.01%
15,634
-138,220
1178
$115K ﹤0.01%
1,090
+506
1179
$114K ﹤0.01%
1,820
+964
1180
$114K ﹤0.01%
1,413
-149
1181
$114K ﹤0.01%
3,592
+359
1182
$113K ﹤0.01%
5,702
-590
1183
$113K ﹤0.01%
2,550
-294
1184
$113K ﹤0.01%
1,946
-3
1185
$113K ﹤0.01%
1,664
-10
1186
$112K ﹤0.01%
4,437
+46
1187
$112K ﹤0.01%
1,436
-21
1188
$112K ﹤0.01%
4,485
-809
1189
$112K ﹤0.01%
2,994
1190
$112K ﹤0.01%
12,615
+1,555
1191
$112K ﹤0.01%
2,662
+576
1192
$111K ﹤0.01%
1,030
-51
1193
$111K ﹤0.01%
773
+311
1194
$111K ﹤0.01%
8,767
+2,190
1195
$111K ﹤0.01%
1,188
-8
1196
$110K ﹤0.01%
+4,172
1197
$109K ﹤0.01%
1,599
+1,267
1198
$109K ﹤0.01%
3,442
+927
1199
$109K ﹤0.01%
3,611
+1
1200
$108K ﹤0.01%
1,203
+1
46 47
48
49 50