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
1626
$12K ﹤0.01%
188
-298
1627
$12K ﹤0.01%
367
+14
1628
$12K ﹤0.01%
+500
1629
$12K ﹤0.01%
289
+100
1630
$12K ﹤0.01%
+300
1631
$12K ﹤0.01%
279
+165
1632
$12K ﹤0.01%
83
1633
$11K ﹤0.01%
65
-1
1634
$11K ﹤0.01%
273
+6
1635
$11K ﹤0.01%
80
1636
$11K ﹤0.01%
803
+303
1637
$11K ﹤0.01%
1,342
1638
$11K ﹤0.01%
3,400
1639
$11K ﹤0.01%
1,546
1640
$11K ﹤0.01%
427
-54
1641
$11K ﹤0.01%
155
-9
1642
$11K ﹤0.01%
200
1643
$11K ﹤0.01%
185
1644
$11K ﹤0.01%
126
+15
1645
$11K ﹤0.01%
212
+123
1646
$11K ﹤0.01%
113
+18
1647
$11K ﹤0.01%
+339
1648
$11K ﹤0.01%
260
+79
1649
$11K ﹤0.01%
865
+343
1650
$11K ﹤0.01%
3,600
64 65
66
67 68