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
1451
$63.2K ﹤0.01%
5,327
+5,000
1452
$63K ﹤0.01%
1,774
-268
1453
$62.7K ﹤0.01%
+2,674
1454
$62.6K ﹤0.01%
542
-4
1455
$62.5K ﹤0.01%
873
+63
1456
$62.3K ﹤0.01%
2,570
1457
$62.3K ﹤0.01%
328
+213
1458
$62.3K ﹤0.01%
1,662
+501
1459
$62.2K ﹤0.01%
1,479
+152
1460
$62.1K ﹤0.01%
2,818
+205
1461
$62.1K ﹤0.01%
802
+156
1462
$62.1K ﹤0.01%
1,511
1463
$61.8K ﹤0.01%
886
-970
1464
$61.6K ﹤0.01%
190
+17
1465
$61.5K ﹤0.01%
601
-24
1466
$61.5K ﹤0.01%
2,500
1467
$61.4K ﹤0.01%
+986
1468
$61.3K ﹤0.01%
13,107
-18,000
1469
$61.1K ﹤0.01%
2,066
+48
1470
$61K ﹤0.01%
124
+2
1471
$60.9K ﹤0.01%
607
+33
1472
$60.7K ﹤0.01%
1,200
+9
1473
$60.4K ﹤0.01%
10,329
-1,344
1474
$60.4K ﹤0.01%
1,359
+3
1475
$60.4K ﹤0.01%
3,757
+629
57 58
59
60 61