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
1376
$73.6K ﹤0.01%
1,123
+1,087
1377
$73.3K ﹤0.01%
407
+248
1378
$73.3K ﹤0.01%
605
+7
1379
$73K ﹤0.01%
1,218
-149
1380
$72.9K ﹤0.01%
2,242
-1,784
1381
$72.7K ﹤0.01%
1,549
-3,000
1382
$72.7K ﹤0.01%
2,317
+981
1383
$72.6K ﹤0.01%
5,278
-2,463
1384
$72.6K ﹤0.01%
478
+213
1385
$72.2K ﹤0.01%
1,107
-1,501
1386
$72K ﹤0.01%
813
-2
1387
$72K ﹤0.01%
4,436
+1,005
1388
$71.8K ﹤0.01%
705
+91
1389
$71.7K ﹤0.01%
568
-182
1390
$71.2K ﹤0.01%
2,055
-334
1391
$70.8K ﹤0.01%
188
+10
1392
$70.7K ﹤0.01%
431
+41
1393
$70.6K ﹤0.01%
1,850
-111
1394
$70.5K ﹤0.01%
4,586
+1,165
1395
$70.5K ﹤0.01%
1,234
-490
1396
$70.4K ﹤0.01%
393
-19
1397
$70.1K ﹤0.01%
2,770
-1,198
1398
$69.2K ﹤0.01%
1,377
-4,159
1399
$69.2K ﹤0.01%
1,597
-36
1400
$69K ﹤0.01%
3,035
-1,460
54 55
56
57 58