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
1826
$28.1K ﹤0.01%
377
-11
1827
$28K ﹤0.01%
262
+51
1828
$28K ﹤0.01%
67
+4
1829
$28K ﹤0.01%
853
+153
1830
$28K ﹤0.01%
130
1831
$27.9K ﹤0.01%
1,200
1832
$27.9K ﹤0.01%
400
+149
1833
$27.8K ﹤0.01%
1,238
-2
1834
$27.8K ﹤0.01%
65
+1
1835
$27.8K ﹤0.01%
101
+48
1836
$27.8K ﹤0.01%
1,800
1837
$27.7K ﹤0.01%
366
1838
$27.6K ﹤0.01%
250
-996
1839
$27.6K ﹤0.01%
794
1840
$27.5K ﹤0.01%
550
-45
1841
$27.5K ﹤0.01%
725
1842
$27.5K ﹤0.01%
906
-9
1843
$27.5K ﹤0.01%
520
-2,496
1844
$27.5K ﹤0.01%
1,190
+182
1845
$27.5K ﹤0.01%
545
+249
1846
$27.3K ﹤0.01%
+380
1847
$27.3K ﹤0.01%
2,722
-2,768
1848
$27.3K ﹤0.01%
251
+9
1849
$27.2K ﹤0.01%
459
-23
1850
$27.2K ﹤0.01%
391
72 73
74
75 76