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
1676
$39K ﹤0.01%
1,310
1677
$39K ﹤0.01%
1,066
+592
1678
$38.9K ﹤0.01%
1,377
-253
1679
$38.8K ﹤0.01%
1,096
1680
$38.8K ﹤0.01%
287
+260
1681
$38.7K ﹤0.01%
1,723
1682
$38.7K ﹤0.01%
1,000
-7
1683
$38.7K ﹤0.01%
1,004
-9
1684
$38.6K ﹤0.01%
7,417
-193
1685
$38.3K ﹤0.01%
240
-2
1686
$38.2K ﹤0.01%
10,533
1687
$38.2K ﹤0.01%
140
-118
1688
$38.2K ﹤0.01%
122
+25
1689
$38.1K ﹤0.01%
778
+45
1690
$38K ﹤0.01%
840
-492
1691
$37.7K ﹤0.01%
781
+53
1692
$37.7K ﹤0.01%
2,031
1693
$37.7K ﹤0.01%
1,691
1694
$37.6K ﹤0.01%
1,618
-702
1695
$37.5K ﹤0.01%
526
-128
1696
$37.5K ﹤0.01%
1,551
-302
1697
$37.3K ﹤0.01%
1,041
-371
1698
$37.2K ﹤0.01%
1,755
-166
1699
$37.2K ﹤0.01%
169
-13
1700
$37.2K ﹤0.01%
953
+7
66 67
68
69 70