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
1626
$43K ﹤0.01%
752
+377
1627
$43K ﹤0.01%
2,500
1628
$43K ﹤0.01%
1,146
-117
1629
$42.9K ﹤0.01%
460
+36
1630
$42.9K ﹤0.01%
1,684
-654
1631
$42.8K ﹤0.01%
1,337
+172
1632
$42.8K ﹤0.01%
1,157
-304
1633
$42.8K ﹤0.01%
969
-800
1634
$42.7K ﹤0.01%
719
1635
$42.7K ﹤0.01%
2,156
-80
1636
$42.5K ﹤0.01%
515
+1
1637
$42.4K ﹤0.01%
1,623
-1,206
1638
$42.2K ﹤0.01%
915
1639
$42.2K ﹤0.01%
367
-383
1640
$42.2K ﹤0.01%
1,016
-849
1641
$42.2K ﹤0.01%
522
1642
$42.1K ﹤0.01%
892
1643
$42.1K ﹤0.01%
404
1644
$42K ﹤0.01%
942
1645
$41.9K ﹤0.01%
600
1646
$41.9K ﹤0.01%
1,980
-759
1647
$41.9K ﹤0.01%
725
+156
1648
$41.8K ﹤0.01%
598
1649
$41.7K ﹤0.01%
1,029
+311
1650
$41.6K ﹤0.01%
235
+37
64 65
66
67 68