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
1776
$31.4K ﹤0.01%
1,100
1777
$31.4K ﹤0.01%
960
-2,900
1778
$31.2K ﹤0.01%
1,092
1779
$31.2K ﹤0.01%
1,500
1780
$31.1K ﹤0.01%
115
+39
1781
$31.1K ﹤0.01%
1,056
-75
1782
$31K ﹤0.01%
1,630
+79
1783
$30.9K ﹤0.01%
653
-32
1784
$30.9K ﹤0.01%
1,163
1785
$30.7K ﹤0.01%
1,199
+15
1786
$30.7K ﹤0.01%
1,383
1787
$30.5K ﹤0.01%
730
-173
1788
$30.4K ﹤0.01%
710
+558
1789
$30.4K ﹤0.01%
120
-1,179
1790
$30.4K ﹤0.01%
811
-76
1791
$30.3K ﹤0.01%
290
1792
$30.2K ﹤0.01%
1,718
-2,290
1793
$30.1K ﹤0.01%
581
1794
$30.1K ﹤0.01%
753
-39
1795
$30K ﹤0.01%
648
+55
1796
$30K ﹤0.01%
667
+29
1797
$29.9K ﹤0.01%
529
+75
1798
$29.9K ﹤0.01%
1,000
1799
$29.8K ﹤0.01%
1,012
-228
1800
$29.8K ﹤0.01%
315
+25
70 71
72
73 74