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
1351
$77K ﹤0.01%
1,040
+2
1352
$76.9K ﹤0.01%
904
1353
$76.8K ﹤0.01%
564
-1,140
1354
$76.6K ﹤0.01%
592
-95
1355
$76.5K ﹤0.01%
546
+40
1356
$76.4K ﹤0.01%
1,088
+471
1357
$76.4K ﹤0.01%
900
1358
$76.2K ﹤0.01%
600
1359
$76.1K ﹤0.01%
945
+874
1360
$75.7K ﹤0.01%
1,345
1361
$75.5K ﹤0.01%
3,279
1362
$75.3K ﹤0.01%
3,185
+2,954
1363
$75.3K ﹤0.01%
2,472
+98
1364
$75.2K ﹤0.01%
3,668
+1,275
1365
$75.2K ﹤0.01%
+1,084
1366
$75.1K ﹤0.01%
709
+39
1367
$74.8K ﹤0.01%
217
-9
1368
$74.7K ﹤0.01%
2,944
1369
$74.7K ﹤0.01%
3,185
-184,150
1370
$74.5K ﹤0.01%
3,684
+36
1371
$74.5K ﹤0.01%
696
+375
1372
$74.3K ﹤0.01%
2,274
+329
1373
$74.1K ﹤0.01%
647
+2
1374
$73.9K ﹤0.01%
614
+453
1375
$73.9K ﹤0.01%
1,448
+177
53 54
55
56 57