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
1451
$18K ﹤0.01%
400
1452
$18K ﹤0.01%
1,009
-15
1453
$18K ﹤0.01%
590
1454
$18K ﹤0.01%
565
+5
1455
$18K ﹤0.01%
814
-18
1456
$18K ﹤0.01%
1,176
1457
$18K ﹤0.01%
688
+63
1458
$17K ﹤0.01%
81
-5,179
1459
$17K ﹤0.01%
56
+18
1460
$17K ﹤0.01%
827
-43
1461
$17K ﹤0.01%
686
-2,594
1462
$17K ﹤0.01%
429
1463
$17K ﹤0.01%
997
1464
$17K ﹤0.01%
2,406
1465
$17K ﹤0.01%
1,737
+1,248
1466
$17K ﹤0.01%
434
+133
1467
$17K ﹤0.01%
889
+646
1468
$17K ﹤0.01%
+305
1469
$17K ﹤0.01%
614
-89
1470
$17K ﹤0.01%
+1,000
1471
$17K ﹤0.01%
73
+6
1472
$17K ﹤0.01%
529
+91
1473
$17K ﹤0.01%
+763
1474
$17K ﹤0.01%
66
1475
$17K ﹤0.01%
495
-115
57 58
59
60 61