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
1326
$24K ﹤0.01%
295
+120
1327
$24K ﹤0.01%
729
1328
$24K ﹤0.01%
+950
1329
$23K ﹤0.01%
402
1330
$23K ﹤0.01%
393
1331
$23K ﹤0.01%
499
-21
1332
$23K ﹤0.01%
689
1333
$23K ﹤0.01%
573
1334
$23K ﹤0.01%
248
-483
1335
$23K ﹤0.01%
517
1336
$23K ﹤0.01%
2,992
+1,991
1337
$23K ﹤0.01%
513
1338
$23K ﹤0.01%
247
+21
1339
$23K ﹤0.01%
461
-7
1340
$23K ﹤0.01%
+950
1341
$23K ﹤0.01%
+950
1342
$23K ﹤0.01%
182
-5
1343
$22K ﹤0.01%
+950
1344
$22K ﹤0.01%
735
+157
1345
$22K ﹤0.01%
788
-181
1346
$22K ﹤0.01%
+380
1347
$22K ﹤0.01%
2,071
1348
$22K ﹤0.01%
466
+34
1349
$22K ﹤0.01%
352
-121
1350
$22K ﹤0.01%
4,500
52 53
54
55 56