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
1276
$91.8K ﹤0.01%
4,554
-1,647
1277
$91.5K ﹤0.01%
61
+58
1278
$91.4K ﹤0.01%
378
+1
1279
$91.2K ﹤0.01%
2,025
+1,898
1280
$91.1K ﹤0.01%
6,333
+404
1281
$91K ﹤0.01%
1,524
-1,073
1282
$90.9K ﹤0.01%
905
+140
1283
$90.8K ﹤0.01%
4,998
-3,004
1284
$90.5K ﹤0.01%
1,552
1285
$90.3K ﹤0.01%
2,034
+1,074
1286
$90.1K ﹤0.01%
1,921
1287
$89.8K ﹤0.01%
1,300
-492
1288
$89.5K ﹤0.01%
2,071
+20
1289
$89.4K ﹤0.01%
1,502
-837
1290
$89.4K ﹤0.01%
148
+1
1291
$89.4K ﹤0.01%
1,860
+630
1292
$89.2K ﹤0.01%
4,952
+1,911
1293
$89K ﹤0.01%
870
-875
1294
$88.9K ﹤0.01%
309
+113
1295
$88.6K ﹤0.01%
1,281
+40
1296
$88.6K ﹤0.01%
1,965
-345
1297
$88.6K ﹤0.01%
5,609
+42
1298
$88.5K ﹤0.01%
3,632
+39
1299
$88.3K ﹤0.01%
1,184
+539
1300
$88.3K ﹤0.01%
10,484
+161
50 51
52
53 54