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
1326
$82.4K ﹤0.01%
1,784
+30
1327
$82.1K ﹤0.01%
323
-75
1328
$82.1K ﹤0.01%
856
-44
1329
$82K ﹤0.01%
1,578
+654
1330
$81.9K ﹤0.01%
2,577
+11
1331
$81.6K ﹤0.01%
6,033
+413
1332
$81.4K ﹤0.01%
2,389
+711
1333
$81.1K ﹤0.01%
6,942
+536
1334
$81.1K ﹤0.01%
1,774
+1,020
1335
$80.8K ﹤0.01%
2,662
+256
1336
$80.6K ﹤0.01%
3,071
+1,619
1337
$80.3K ﹤0.01%
3,053
1338
$80.3K ﹤0.01%
2,651
+891
1339
$80.1K ﹤0.01%
1,002
+89
1340
$79.8K ﹤0.01%
1,233
1341
$79.8K ﹤0.01%
276
1342
$79.8K ﹤0.01%
2,330
+200
1343
$79.8K ﹤0.01%
1,911
-2,741
1344
$79.6K ﹤0.01%
4,863
+151
1345
$78.8K ﹤0.01%
286
+94
1346
$78.7K ﹤0.01%
135
+38
1347
$77.5K ﹤0.01%
3,261
+1,798
1348
$77.5K ﹤0.01%
1,607
-69
1349
$77.3K ﹤0.01%
475
-330
1350
$77.3K ﹤0.01%
4,053
+2,209
52 53
54
55 56