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
1751
$33K ﹤0.01%
830
+2
1752
$32.9K ﹤0.01%
429
+1
1753
$32.8K ﹤0.01%
191
-180
1754
$32.6K ﹤0.01%
365
1755
$32.6K ﹤0.01%
849
+483
1756
$32.5K ﹤0.01%
5,000
1757
$32.4K ﹤0.01%
2,351
1758
$32.4K ﹤0.01%
752
+49
1759
$32.4K ﹤0.01%
1,022
-14
1760
$32.4K ﹤0.01%
3,587
+1,726
1761
$32.3K ﹤0.01%
2,140
+66
1762
$32.3K ﹤0.01%
1,177
1763
$32.2K ﹤0.01%
346
+276
1764
$32.2K ﹤0.01%
445
+1
1765
$32.1K ﹤0.01%
+1,333
1766
$32.1K ﹤0.01%
186
-13
1767
$32K ﹤0.01%
1,052
+711
1768
$32K ﹤0.01%
1,044
-27
1769
$31.9K ﹤0.01%
7,610
1770
$31.9K ﹤0.01%
2,574
+10
1771
$31.8K ﹤0.01%
337
-295
1772
$31.6K ﹤0.01%
655
1773
$31.5K ﹤0.01%
+328
1774
$31.4K ﹤0.01%
1,059
-1,494
1775
$31.4K ﹤0.01%
3,754
-205
69 70
71
72 73