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
1801
$7K ﹤0.01%
875
1802
$7K ﹤0.01%
58
-10
1803
$7K ﹤0.01%
2,000
1804
$7K ﹤0.01%
70
+13
1805
$7K ﹤0.01%
1,360
+34
1806
$7K ﹤0.01%
200
1807
$7K ﹤0.01%
+163
1808
$7K ﹤0.01%
4
1809
$7K ﹤0.01%
2,832
-1,516
1810
$7K ﹤0.01%
764
+39
1811
$7K ﹤0.01%
2,365
+865
1812
$7K ﹤0.01%
260
-2
1813
$7K ﹤0.01%
108
+44
1814
$7K ﹤0.01%
306
-52
1815
$7K ﹤0.01%
299
1816
$7K ﹤0.01%
80
+4
1817
$7K ﹤0.01%
286
+57
1818
$7K ﹤0.01%
315
-166
1819
$7K ﹤0.01%
107
+35
1820
$7K ﹤0.01%
297
1821
$7K ﹤0.01%
50
1822
$7K ﹤0.01%
+350
1823
$7K ﹤0.01%
50
-4
1824
$7K ﹤0.01%
194
-1
1825
$7K ﹤0.01%
290
71 72
73
74 75