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
1651
$11K ﹤0.01%
192
1652
$11K ﹤0.01%
301
+2
1653
$11K ﹤0.01%
657
-40
1654
$11K ﹤0.01%
2,496
-176
1655
$11K ﹤0.01%
204
-50
1656
$11K ﹤0.01%
125
1657
$11K ﹤0.01%
630
-78
1658
$11K ﹤0.01%
58
1659
$11K ﹤0.01%
415
+301
1660
$11K ﹤0.01%
132
+106
1661
$11K ﹤0.01%
259
-103
1662
$11K ﹤0.01%
128
-28,849
1663
$11K ﹤0.01%
687
1664
$11K ﹤0.01%
980
+46
1665
$11K ﹤0.01%
97
1666
$11K ﹤0.01%
385
1667
$11K ﹤0.01%
115
+52
1668
$10K ﹤0.01%
497
+399
1669
$10K ﹤0.01%
326
1670
$10K ﹤0.01%
240
1671
$10K ﹤0.01%
300
1672
$10K ﹤0.01%
388
-20
1673
$10K ﹤0.01%
346
+46
1674
$10K ﹤0.01%
901
+25
1675
$10K ﹤0.01%
290
-618
65 66
67
68 69