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
1751
$8K ﹤0.01%
153
+3
1752
$8K ﹤0.01%
652
-336
1753
$8K ﹤0.01%
60
-11
1754
$8K ﹤0.01%
103
-208
1755
$8K ﹤0.01%
154
+19
1756
$8K ﹤0.01%
324
-238
1757
$8K ﹤0.01%
260
+41
1758
$8K ﹤0.01%
+120
1759
$8K ﹤0.01%
+600
1760
$8K ﹤0.01%
446
+43
1761
$8K ﹤0.01%
112
-4
1762
$8K ﹤0.01%
200
1763
$8K ﹤0.01%
327
+10
1764
$8K ﹤0.01%
278
-10
1765
$8K ﹤0.01%
60
1766
$8K ﹤0.01%
189
+80
1767
$8K ﹤0.01%
328
+79
1768
$8K ﹤0.01%
212
+66
1769
$8K ﹤0.01%
192
-11
1770
$8K ﹤0.01%
1,413
+1,000
1771
$8K ﹤0.01%
223
-119
1772
$8K ﹤0.01%
262
+102
1773
$8K ﹤0.01%
49
+5
1774
$8K ﹤0.01%
139
+18
1775
$8K ﹤0.01%
783
-104
69 70
71
72 73