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
1401
$68.9K ﹤0.01%
624
-5
1402
$68.8K ﹤0.01%
17,000
1403
$68.5K ﹤0.01%
1,040
+3
1404
$68.5K ﹤0.01%
816
-767
1405
$68.1K ﹤0.01%
3,101
-1,669
1406
$67.9K ﹤0.01%
1,022
+351
1407
$67.8K ﹤0.01%
2,282
1408
$67.8K ﹤0.01%
274
+7
1409
$67.8K ﹤0.01%
1,702
+44
1410
$67.8K ﹤0.01%
928
-134
1411
$67.4K ﹤0.01%
2,534
+99
1412
$67.3K ﹤0.01%
736
+22
1413
$67.3K ﹤0.01%
933
+47
1414
$67.1K ﹤0.01%
478
-49
1415
$67K ﹤0.01%
1,044
-553
1416
$66.9K ﹤0.01%
1,332
-829
1417
$66.6K ﹤0.01%
347
+20
1418
$66.6K ﹤0.01%
1,505
-1,317
1419
$66.5K ﹤0.01%
114
+9
1420
$66.2K ﹤0.01%
586
-12
1421
$66.1K ﹤0.01%
1,517
+6
1422
$66.1K ﹤0.01%
2,266
+37
1423
$65.9K ﹤0.01%
926
-257
1424
$65.9K ﹤0.01%
283
+43
1425
$65.9K ﹤0.01%
828
-1,071
55 56
57
58 59