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
1776
$8K ﹤0.01%
+273
1777
$8K ﹤0.01%
756
+321
1778
$8K ﹤0.01%
116
-12
1779
$8K ﹤0.01%
+125
1780
$8K ﹤0.01%
215
1781
$8K ﹤0.01%
52
1782
$8K ﹤0.01%
439
+62
1783
$8K ﹤0.01%
72
+10
1784
$8K ﹤0.01%
174
+18
1785
$8K ﹤0.01%
172
1786
$8K ﹤0.01%
215
+53
1787
$8K ﹤0.01%
+1,000
1788
$7K ﹤0.01%
86
+32
1789
$7K ﹤0.01%
1,079
-219
1790
$7K ﹤0.01%
100
+11
1791
$7K ﹤0.01%
308
1792
$7K ﹤0.01%
260
1793
$7K ﹤0.01%
975
1794
$7K ﹤0.01%
102
-56
1795
$7K ﹤0.01%
673
+92
1796
$7K ﹤0.01%
+400
1797
$7K ﹤0.01%
210
+60
1798
$7K ﹤0.01%
109
+8
1799
$7K ﹤0.01%
124
+78
1800
$7K ﹤0.01%
429
+29
70 71
72
73 74