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
1651
$41.5K ﹤0.01%
2,500
1652
$41.5K ﹤0.01%
311
+24
1653
$41.4K ﹤0.01%
1,000
1654
$41.2K ﹤0.01%
2,385
1655
$41.1K ﹤0.01%
875
+133
1656
$41K ﹤0.01%
12,800
+3,550
1657
$40.9K ﹤0.01%
1,144
+19
1658
$40.8K ﹤0.01%
26
1659
$40.8K ﹤0.01%
1,491
-572
1660
$40.6K ﹤0.01%
1,735
+703
1661
$40.5K ﹤0.01%
1,309
+5
1662
$40.3K ﹤0.01%
1,391
-3,906
1663
$40.1K ﹤0.01%
739
1664
$40.1K ﹤0.01%
1,361
-113
1665
$40.1K ﹤0.01%
538
+139
1666
$40K ﹤0.01%
744
-119
1667
$39.8K ﹤0.01%
641
-2,254
1668
$39.6K ﹤0.01%
415
-164
1669
$39.5K ﹤0.01%
776
+124
1670
$39.5K ﹤0.01%
3,929
-10
1671
$39.4K ﹤0.01%
880
+396
1672
$39.3K ﹤0.01%
796
+46
1673
$39.3K ﹤0.01%
3,076
+413
1674
$39.3K ﹤0.01%
602
1675
$39K ﹤0.01%
1,215
+1,003
65 66
67
68 69