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
1301
$25K ﹤0.01%
606
1302
$25K ﹤0.01%
3,007
-173
1303
$25K ﹤0.01%
1,102
1304
$24K ﹤0.01%
307
+11
1305
$24K ﹤0.01%
655
+44
1306
$24K ﹤0.01%
555
+58
1307
$24K ﹤0.01%
477
+222
1308
$24K ﹤0.01%
750
1309
$24K ﹤0.01%
166
-10
1310
$24K ﹤0.01%
198
+16
1311
$24K ﹤0.01%
429
-25
1312
$24K ﹤0.01%
774
1313
$24K ﹤0.01%
95
+36
1314
$24K ﹤0.01%
103
-2
1315
$24K ﹤0.01%
+249
1316
$24K ﹤0.01%
397
+165
1317
$24K ﹤0.01%
578
+244
1318
$24K ﹤0.01%
813
+11
1319
$24K ﹤0.01%
918
-159
1320
$24K ﹤0.01%
149
+84
1321
$24K ﹤0.01%
+950
1322
$24K ﹤0.01%
315
+47
1323
$24K ﹤0.01%
257
1324
$24K ﹤0.01%
1,280
-212
1325
$24K ﹤0.01%
3,726
+2,551
51 52
53
54 55