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
1351
$22K ﹤0.01%
744
+192
1352
$22K ﹤0.01%
483
+422
1353
$22K ﹤0.01%
285
1354
$22K ﹤0.01%
529
-194
1355
$22K ﹤0.01%
103
+6
1356
$22K ﹤0.01%
767
-101
1357
$22K ﹤0.01%
434
+87
1358
$22K ﹤0.01%
307
+205
1359
$22K ﹤0.01%
252
+184
1360
$21K ﹤0.01%
198
+64
1361
$21K ﹤0.01%
1,107
-574
1362
$21K ﹤0.01%
436
+325
1363
$21K ﹤0.01%
1,906
+806
1364
$21K ﹤0.01%
1,204
1365
$21K ﹤0.01%
146
-3
1366
$21K ﹤0.01%
285
-155
1367
$21K ﹤0.01%
+950
1368
$21K ﹤0.01%
2,165
-2,546
1369
$21K ﹤0.01%
+337
1370
$21K ﹤0.01%
250
1371
$21K ﹤0.01%
1,034
+11
1372
$21K ﹤0.01%
445
+6
1373
$21K ﹤0.01%
2,341
+55
1374
$21K ﹤0.01%
369
+10
1375
$21K ﹤0.01%
334
+15
53 54
55
56 57