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
1376
$21K ﹤0.01%
572
1377
$21K ﹤0.01%
436
1378
$21K ﹤0.01%
2,030
1379
$21K ﹤0.01%
1,362
+4
1380
$21K ﹤0.01%
1,903
1381
$21K ﹤0.01%
362
+3
1382
$20K ﹤0.01%
154
+10
1383
$20K ﹤0.01%
4,530
+1,000
1384
$20K ﹤0.01%
4,505
1385
$20K ﹤0.01%
72
+4
1386
$20K ﹤0.01%
+1,080
1387
$20K ﹤0.01%
+1,000
1388
$20K ﹤0.01%
187
+65
1389
$20K ﹤0.01%
1,064
+158
1390
$20K ﹤0.01%
269
+137
1391
$20K ﹤0.01%
373
+6
1392
$20K ﹤0.01%
2,156
1393
$20K ﹤0.01%
232
1394
$20K ﹤0.01%
139
+118
1395
$20K ﹤0.01%
+783
1396
$20K ﹤0.01%
674
1397
$20K ﹤0.01%
282
-110
1398
$20K ﹤0.01%
230
1399
$20K ﹤0.01%
5,367
1400
$20K ﹤0.01%
356
+2
54 55
56
57 58