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
1526
$53K ﹤0.01%
1,447
+453
1527
$53K ﹤0.01%
1,285
-253
1528
$52.8K ﹤0.01%
2,630
-1,604
1529
$52.6K ﹤0.01%
477
1530
$52.6K ﹤0.01%
2,479
-94
1531
$52.6K ﹤0.01%
2,028
-4,088
1532
$52.5K ﹤0.01%
1,241
-128
1533
$52.5K ﹤0.01%
516
+1
1534
$52.4K ﹤0.01%
408
+74
1535
$52.3K ﹤0.01%
389
-225
1536
$52.2K ﹤0.01%
2,748
-23,976
1537
$52.1K ﹤0.01%
174
+11
1538
$52.1K ﹤0.01%
5,115
+179
1539
$51.9K ﹤0.01%
2,526
1540
$51.8K ﹤0.01%
577
+195
1541
$51.8K ﹤0.01%
1,004
1542
$51.8K ﹤0.01%
582
+20
1543
$51.7K ﹤0.01%
1,976
1544
$51.6K ﹤0.01%
+4,785
1545
$51.5K ﹤0.01%
740
-118
1546
$51.2K ﹤0.01%
22,660
-384
1547
$50.9K ﹤0.01%
4,369
+9
1548
$50.8K ﹤0.01%
614
+554
1549
$50.7K ﹤0.01%
459
+416
1550
$50.6K ﹤0.01%
2,045
-2,064
60 61
62
63 64