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
1476
$60.3K ﹤0.01%
255
+52
1477
$60.3K ﹤0.01%
1,293
-8
1478
$60.3K ﹤0.01%
1,262
-91
1479
$60.2K ﹤0.01%
1,620
-7,142
1480
$60.1K ﹤0.01%
985
+1
1481
$60K ﹤0.01%
6,626
+2,213
1482
$59.7K ﹤0.01%
498
+8
1483
$59.6K ﹤0.01%
760
-55
1484
$59.5K ﹤0.01%
307
-73
1485
$59.5K ﹤0.01%
2,520
1486
$59.3K ﹤0.01%
382
+15
1487
$59.2K ﹤0.01%
3,756
-80
1488
$59.1K ﹤0.01%
2,940
+1,000
1489
$58.7K ﹤0.01%
3,228
-208
1490
$58.5K ﹤0.01%
812
+547
1491
$58.2K ﹤0.01%
577
-450
1492
$58.2K ﹤0.01%
720
-334
1493
$58.2K ﹤0.01%
1,007
1494
$58.2K ﹤0.01%
1,145
-20
1495
$57.7K ﹤0.01%
1,443
+310
1496
$57.7K ﹤0.01%
3,214
+513
1497
$57.6K ﹤0.01%
1,225
+3
1498
$57.5K ﹤0.01%
1,076
-28
1499
$57.5K ﹤0.01%
1,053
-661
1500
$57.5K ﹤0.01%
2,290
58 59
60
61 62