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
1251
$97.2K ﹤0.01%
1,831
1252
$97.2K ﹤0.01%
2,098
-1,864
1253
$97.1K ﹤0.01%
1,520
+17
1254
$97.1K ﹤0.01%
2,574
1255
$96.8K ﹤0.01%
3,202
-2,101
1256
$96.7K ﹤0.01%
2,041
-334
1257
$96.5K ﹤0.01%
2,297
1258
$96.3K ﹤0.01%
2,008
-128
1259
$96.1K ﹤0.01%
604
+90
1260
$96K ﹤0.01%
3,535
+1,735
1261
$96K ﹤0.01%
3,088
+2,951
1262
$95.7K ﹤0.01%
2,295
-201
1263
$95.6K ﹤0.01%
774
-204
1264
$94.5K ﹤0.01%
1,895
+16
1265
$94.5K ﹤0.01%
5,205
+1,209
1266
$94.4K ﹤0.01%
695
-18
1267
$94.2K ﹤0.01%
386
-83
1268
$94.2K ﹤0.01%
1,852
1269
$94.1K ﹤0.01%
1,268
+465
1270
$93.9K ﹤0.01%
801
+137
1271
$93.6K ﹤0.01%
239
+51
1272
$93.4K ﹤0.01%
651
+181
1273
$92.4K ﹤0.01%
525
+8
1274
$92.3K ﹤0.01%
2,489
+1
1275
$91.8K ﹤0.01%
3,446
+1,746
49 50
51
52 53