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
$1.32B
AUM Growth
+$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,117
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.05M
3
+$5.58M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.67M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.22M

Top Sells

1
+$6.2M
2
+$5.18M
3
+$3.08M
4
GTIP icon
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
+$2.98M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.61M

Sector Composition

1 Financials 10.95%
2 Technology 8.33%
3 Healthcare 4.33%
4 Consumer Discretionary 3.14%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$13K ﹤0.01%
496
+142
1577
$13K ﹤0.01%
230
1578
$13K ﹤0.01%
3,000
1579
$13K ﹤0.01%
187
+13
1580
$13K ﹤0.01%
276
1581
$13K ﹤0.01%
176
-26
1582
$13K ﹤0.01%
130
+6
1583
$13K ﹤0.01%
604
-2
1584
$13K ﹤0.01%
750
1585
$13K ﹤0.01%
208
-6
1586
$13K ﹤0.01%
119
-12
1587
$13K ﹤0.01%
519
+182
1588
$13K ﹤0.01%
92
+31
1589
$13K ﹤0.01%
1,115
+3
1590
$13K ﹤0.01%
354
1591
$13K ﹤0.01%
3,342
+2,745
1592
$13K ﹤0.01%
2,551
+101
1593
$13K ﹤0.01%
275
+3
1594
$13K ﹤0.01%
702
+634
1595
$12K ﹤0.01%
1,090
+293
1596
$12K ﹤0.01%
450
+80
1597
$12K ﹤0.01%
592
+126
1598
$12K ﹤0.01%
233
-160
1599
$12K ﹤0.01%
311
-4
1600
$12K ﹤0.01%
225
+36
62 63
64
65 66