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
1276
$26K ﹤0.01%
583
+508
1277
$26K ﹤0.01%
1,629
1278
$26K ﹤0.01%
300
1279
$26K ﹤0.01%
1,664
1280
$25K ﹤0.01%
712
1281
$25K ﹤0.01%
3,785
-500
1282
$25K ﹤0.01%
1,931
+21
1283
$25K ﹤0.01%
2,500
1284
$25K ﹤0.01%
596
-44
1285
$25K ﹤0.01%
730
1286
$25K ﹤0.01%
1,543
+1,135
1287
$25K ﹤0.01%
690
1288
$25K ﹤0.01%
+550
1289
$25K ﹤0.01%
700
1290
$25K ﹤0.01%
499
-150
1291
$25K ﹤0.01%
250
+6
1292
$25K ﹤0.01%
615
+321
1293
$25K ﹤0.01%
215
+195
1294
$25K ﹤0.01%
1,167
+667
1295
$25K ﹤0.01%
445
+27
1296
$25K ﹤0.01%
1,822
1297
$25K ﹤0.01%
304
1298
$25K ﹤0.01%
96
+27
1299
$25K ﹤0.01%
694
-399
1300
$25K ﹤0.01%
330
50 51
52
53 54