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
1826
$7K ﹤0.01%
200
1827
$7K ﹤0.01%
280
1828
$7K ﹤0.01%
33
1829
$7K ﹤0.01%
296
1830
$7K ﹤0.01%
788
+116
1831
$7K ﹤0.01%
162
-19
1832
$6K ﹤0.01%
46
-2
1833
$6K ﹤0.01%
239
+90
1834
$6K ﹤0.01%
476
1835
$6K ﹤0.01%
153
+72
1836
$6K ﹤0.01%
111
1837
$6K ﹤0.01%
179
1838
$6K ﹤0.01%
250
-275
1839
$6K ﹤0.01%
140
+11
1840
$6K ﹤0.01%
+165
1841
$6K ﹤0.01%
171
+19
1842
$6K ﹤0.01%
171
+125
1843
$6K ﹤0.01%
98
+74
1844
$6K ﹤0.01%
112
+5
1845
$6K ﹤0.01%
70
+19
1846
$6K ﹤0.01%
175
-645
1847
$6K ﹤0.01%
191
1848
$6K ﹤0.01%
114
1849
$6K ﹤0.01%
1,027
-1,026
1850
$6K ﹤0.01%
+7
72 73
74
75 76