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
1226
$29K ﹤0.01%
791
+37
1227
$29K ﹤0.01%
128
-36
1228
$29K ﹤0.01%
1,628
1229
$29K ﹤0.01%
741
+31
1230
$29K ﹤0.01%
434
-23
1231
$29K ﹤0.01%
875
-219
1232
$28K ﹤0.01%
304
-15
1233
$28K ﹤0.01%
411
+6
1234
$28K ﹤0.01%
492
-34
1235
$28K ﹤0.01%
796
+497
1236
$28K ﹤0.01%
349
1237
$28K ﹤0.01%
1,281
+70
1238
$28K ﹤0.01%
296
+1
1239
$28K ﹤0.01%
280
-196
1240
$28K ﹤0.01%
+509
1241
$28K ﹤0.01%
49
+17
1242
$28K ﹤0.01%
480
-17
1243
$28K ﹤0.01%
1,119
+300
1244
$28K ﹤0.01%
410
1245
$28K ﹤0.01%
644
-223
1246
$28K ﹤0.01%
247
+8
1247
$28K ﹤0.01%
1,113
+118
1248
$28K ﹤0.01%
1,088
+182
1249
$28K ﹤0.01%
729
+3
1250
$28K ﹤0.01%
114
-8
48 49
50
51 52