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
1701
$37K ﹤0.01%
786
-6,352
1702
$37K ﹤0.01%
859
+73
1703
$37K ﹤0.01%
725
-53
1704
$36.9K ﹤0.01%
254
+2
1705
$36.9K ﹤0.01%
1,069
1706
$36.7K ﹤0.01%
1,500
1707
$36.7K ﹤0.01%
850
-1,011
1708
$36.7K ﹤0.01%
1,234
+57
1709
$36.6K ﹤0.01%
295
-44
1710
$36.6K ﹤0.01%
276
-166
1711
$36.5K ﹤0.01%
3,244
1712
$36.5K ﹤0.01%
1,579
-3,505
1713
$36.4K ﹤0.01%
1,139
-395
1714
$36.2K ﹤0.01%
845
+75
1715
$36K ﹤0.01%
167
-204
1716
$36K ﹤0.01%
1,392
+415
1717
$35.9K ﹤0.01%
400
1718
$35.7K ﹤0.01%
+634
1719
$35.7K ﹤0.01%
1,099
-2,313
1720
$35.7K ﹤0.01%
827
+47
1721
$35.7K ﹤0.01%
3,080
-3,810
1722
$35.7K ﹤0.01%
175
-8
1723
$35.6K ﹤0.01%
585
-533
1724
$35.6K ﹤0.01%
239
+112
1725
$35.5K ﹤0.01%
280
-168
67 68
69
70 71