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
1301
$88K ﹤0.01%
2,382
-80
1302
$87.7K ﹤0.01%
+1,774
1303
$87.6K ﹤0.01%
452
-37
1304
$87.6K ﹤0.01%
3,358
+4
1305
$86.8K ﹤0.01%
2,069
+427
1306
$86.6K ﹤0.01%
333
+39
1307
$86.6K ﹤0.01%
3,586
-5,474
1308
$86.5K ﹤0.01%
3,811
+27
1309
$86.3K ﹤0.01%
3,874
+3,247
1310
$86.1K ﹤0.01%
1,820
+168
1311
$86.1K ﹤0.01%
340
-38
1312
$86K ﹤0.01%
696
+151
1313
$86K ﹤0.01%
1,752
+1,040
1314
$85.7K ﹤0.01%
2,710
+480
1315
$85.6K ﹤0.01%
4,151
+49
1316
$85.5K ﹤0.01%
1,499
-308
1317
$85.2K ﹤0.01%
7,523
-2,658
1318
$85K ﹤0.01%
+1,729
1319
$84.6K ﹤0.01%
8,738
1320
$84.5K ﹤0.01%
1,321
-27
1321
$84.4K ﹤0.01%
2,519
+1,509
1322
$82.9K ﹤0.01%
1,490
+29
1323
$82.8K ﹤0.01%
1,439
+10
1324
$82.7K ﹤0.01%
2,483
+1,009
1325
$82.4K ﹤0.01%
1,453
+28
51 52
53
54 55