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
1726
$35.4K ﹤0.01%
1,175
-448
1727
$35.4K ﹤0.01%
1,102
+90
1728
$35.2K ﹤0.01%
656
-15,831
1729
$35.2K ﹤0.01%
1,114
+108
1730
$35.1K ﹤0.01%
300
+17
1731
$35.1K ﹤0.01%
1,476
-1,093
1732
$35K ﹤0.01%
1,065
-1,130
1733
$35K ﹤0.01%
1,081
-8,665
1734
$35K ﹤0.01%
1,333
-951
1735
$35K ﹤0.01%
344
-352
1736
$34.9K ﹤0.01%
560
1737
$34.8K ﹤0.01%
768
-533
1738
$34.6K ﹤0.01%
384
-48
1739
$34.5K ﹤0.01%
266
-28
1740
$34.3K ﹤0.01%
550
+17
1741
$34.2K ﹤0.01%
460
-516
1742
$34K ﹤0.01%
1,178
+23
1743
$34K ﹤0.01%
3,283
+2,004
1744
$33.8K ﹤0.01%
723
-91
1745
$33.8K ﹤0.01%
1,268
-539
1746
$33.7K ﹤0.01%
1,910
-200
1747
$33.6K ﹤0.01%
384
-38
1748
$33.6K ﹤0.01%
386
+93
1749
$33.1K ﹤0.01%
846
-86
1750
$33K ﹤0.01%
42,976
68 69
70
71 72