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
1551
$50.6K ﹤0.01%
2,289
1552
$50.5K ﹤0.01%
986
-33
1553
$50.3K ﹤0.01%
1,135
-9
1554
$50.3K ﹤0.01%
1,000
1555
$50K ﹤0.01%
1,853
+1,433
1556
$49.8K ﹤0.01%
500
-1,047
1557
$49.8K ﹤0.01%
221
+53
1558
$49.7K ﹤0.01%
3,642
-961
1559
$49.6K ﹤0.01%
970
-22
1560
$49.6K ﹤0.01%
1,366
-104
1561
$49.5K ﹤0.01%
2,140
+581
1562
$49.5K ﹤0.01%
1,950
-15
1563
$49.5K ﹤0.01%
1,004
+300
1564
$49.4K ﹤0.01%
1,402
+1,182
1565
$49.3K ﹤0.01%
+2,020
1566
$49.3K ﹤0.01%
735
-331
1567
$49.2K ﹤0.01%
1,010
+173
1568
$49.1K ﹤0.01%
661
-74
1569
$48.6K ﹤0.01%
1,543
-144
1570
$48.6K ﹤0.01%
1,183
-103
1571
$48.5K ﹤0.01%
770
-390
1572
$48.4K ﹤0.01%
494
+3
1573
$48.3K ﹤0.01%
1,261
+71
1574
$47.9K ﹤0.01%
1,127
1575
$47.9K ﹤0.01%
+1,485
61 62
63
64 65