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
1601
$46.2K ﹤0.01%
481
+5
1602
$46.2K ﹤0.01%
481
-118
1603
$46.1K ﹤0.01%
2,730
1604
$45.8K ﹤0.01%
294
+4
1605
$45.6K ﹤0.01%
887
+208
1606
$45.4K ﹤0.01%
845
1607
$45.3K ﹤0.01%
+2,119
1608
$45.2K ﹤0.01%
118
+29
1609
$45.1K ﹤0.01%
1,604
1610
$45.1K ﹤0.01%
3,173
-2,972
1611
$45K ﹤0.01%
540
+178
1612
$44.4K ﹤0.01%
1,127
-552
1613
$44.1K ﹤0.01%
1,110
+241
1614
$44.1K ﹤0.01%
1,006
-470
1615
$44K ﹤0.01%
876
+6
1616
$43.8K ﹤0.01%
1,445
+143
1617
$43.8K ﹤0.01%
3,685
1618
$43.7K ﹤0.01%
460
+74
1619
$43.7K ﹤0.01%
2,493
-63
1620
$43.7K ﹤0.01%
364
1621
$43.7K ﹤0.01%
1,415
+72
1622
$43.6K ﹤0.01%
7,000
1623
$43.4K ﹤0.01%
923
+2
1624
$43.2K ﹤0.01%
206
-70
1625
$43.1K ﹤0.01%
302
+7
63 64
65
66 67