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
1501
$57.2K ﹤0.01%
146
-4
1502
$57K ﹤0.01%
1,254
+3
1503
$56.8K ﹤0.01%
1,206
-360
1504
$56.7K ﹤0.01%
170
+12
1505
$56.6K ﹤0.01%
+2,000
1506
$56.6K ﹤0.01%
688
+5
1507
$56.6K ﹤0.01%
1,252
-315
1508
$56.3K ﹤0.01%
1,827
1509
$56.1K ﹤0.01%
334
+20
1510
$55.9K ﹤0.01%
451
+113
1511
$55.5K ﹤0.01%
188
+99
1512
$55.4K ﹤0.01%
873
1513
$55.3K ﹤0.01%
233
+128
1514
$55.2K ﹤0.01%
+12,000
1515
$54.6K ﹤0.01%
2,253
-23
1516
$54.4K ﹤0.01%
1,086
1517
$54.4K ﹤0.01%
2,454
+1,804
1518
$54.2K ﹤0.01%
351
-89
1519
$54K ﹤0.01%
1,542
+5
1520
$53.8K ﹤0.01%
2,503
1521
$53.5K ﹤0.01%
665
-57
1522
$53.4K ﹤0.01%
450
+375
1523
$53.3K ﹤0.01%
362
+3
1524
$53.2K ﹤0.01%
401
+21
1525
$53.2K ﹤0.01%
391
+50
59 60
61
62 63