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
101
$6.43M 0.19%
90,700
+1,140
102
$6.4M 0.19%
12,365
-168
103
$6.4M 0.19%
26,313
-1,238
104
$6.39M 0.19%
125,997
-7,260
105
$6.35M 0.19%
55,717
+900
106
$6.18M 0.19%
185,906
-5,203
107
$6.13M 0.19%
85,289
+4,270
108
$6.02M 0.18%
26,741
+1,290
109
$5.97M 0.18%
10,213
-736
110
$5.96M 0.18%
24,297
+2,772
111
$5.88M 0.18%
130,843
-5,001
112
$5.85M 0.18%
165,207
+14,165
113
$5.82M 0.18%
116,628
-2,928
114
$5.79M 0.17%
6,947
+41
115
$5.78M 0.17%
18,992
-943
116
$5.77M 0.17%
11,683
+776
117
$5.73M 0.17%
112,238
+9,049
118
$5.71M 0.17%
99,168
+1,560
119
$5.66M 0.17%
58,888
-1,327
120
$5.61M 0.17%
25,376
+1,539
121
$5.6M 0.17%
57,083
-2,721
122
$5.58M 0.17%
22,646
+367
123
$5.58M 0.17%
112,127
+20,730
124
$5.55M 0.17%
212,442
-5,692
125
$5.53M 0.17%
46,999
+648
3 4
5
6 7