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
1426
$65.9K ﹤0.01%
852
-36
1427
$65.6K ﹤0.01%
1,257
+66
1428
$65.5K ﹤0.01%
1,055
+366
1429
$65.5K ﹤0.01%
1,721
-224
1430
$65.4K ﹤0.01%
703
1431
$65.4K ﹤0.01%
315
+85
1432
$65.3K ﹤0.01%
224
+84
1433
$65.1K ﹤0.01%
1,493
-61
1434
$65K ﹤0.01%
1,368
+18
1435
$65K ﹤0.01%
+1,563
1436
$64.7K ﹤0.01%
2,095
-1,315
1437
$64.6K ﹤0.01%
1,412
-896
1438
$64.4K ﹤0.01%
2,250
-196
1439
$64.4K ﹤0.01%
7,229
+1,004
1440
$64.3K ﹤0.01%
121
+56
1441
$64.3K ﹤0.01%
6,010
+2,002
1442
$64.2K ﹤0.01%
1,720
1443
$64.1K ﹤0.01%
5,228
-200
1444
$63.8K ﹤0.01%
953
+642
1445
$63.7K ﹤0.01%
4,674
-3,073
1446
$63.4K ﹤0.01%
4,580
-166
1447
$63.4K ﹤0.01%
675
-380
1448
$63.4K ﹤0.01%
809
1449
$63.3K ﹤0.01%
4,923
-371
1450
$63.2K ﹤0.01%
666
-2
56 57
58
59 60