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
1401
$20K ﹤0.01%
516
+399
1402
$20K ﹤0.01%
112
+54
1403
$20K ﹤0.01%
207
-92
1404
$20K ﹤0.01%
1,170
+14
1405
$20K ﹤0.01%
412
1406
$20K ﹤0.01%
624
-2,516
1407
$20K ﹤0.01%
+792
1408
$19K ﹤0.01%
432
1409
$19K ﹤0.01%
144
+9
1410
$19K ﹤0.01%
1,794
+539
1411
$19K ﹤0.01%
177
1412
$19K ﹤0.01%
452
1413
$19K ﹤0.01%
419
-11,330
1414
$19K ﹤0.01%
344
1415
$19K ﹤0.01%
1,372
+147
1416
$19K ﹤0.01%
614
+123
1417
$19K ﹤0.01%
137
1418
$19K ﹤0.01%
304
+222
1419
$19K ﹤0.01%
752
-256
1420
$19K ﹤0.01%
551
1421
$19K ﹤0.01%
289
+165
1422
$19K ﹤0.01%
301
+57
1423
$19K ﹤0.01%
3,885
1424
$19K ﹤0.01%
367
+4
1425
$19K ﹤0.01%
1,000
55 56
57
58 59