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
1576
$47.9K ﹤0.01%
1,002
-1,891
1577
$47.8K ﹤0.01%
2,052
1578
$47.7K ﹤0.01%
933
+527
1579
$47.7K ﹤0.01%
479
-117
1580
$47.4K ﹤0.01%
1,242
+1,236
1581
$47.4K ﹤0.01%
4,348
1582
$47.3K ﹤0.01%
1,342
-150
1583
$47.3K ﹤0.01%
1,250
-691
1584
$47.2K ﹤0.01%
4,675
1585
$47.2K ﹤0.01%
1,314
-209
1586
$47.2K ﹤0.01%
3,600
1587
$47.1K ﹤0.01%
1,026
+24
1588
$47.1K ﹤0.01%
539
+1
1589
$47K ﹤0.01%
1,152
1590
$46.9K ﹤0.01%
1,710
-398
1591
$46.9K ﹤0.01%
299
+44
1592
$46.7K ﹤0.01%
580
-308
1593
$46.6K ﹤0.01%
961
1594
$46.6K ﹤0.01%
426
+18
1595
$46.6K ﹤0.01%
301
-611
1596
$46.6K ﹤0.01%
1,476
+276
1597
$46.5K ﹤0.01%
255
+23
1598
$46.4K ﹤0.01%
239
-31
1599
$46.4K ﹤0.01%
442
-10
1600
$46.3K ﹤0.01%
6,519
+525
62 63
64
65 66