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
1851
$6K ﹤0.01%
96
1852
$6K ﹤0.01%
60
+10
1853
$6K ﹤0.01%
205
1854
$6K ﹤0.01%
172
+47
1855
$6K ﹤0.01%
29
-3
1856
$6K ﹤0.01%
224
-51
1857
$6K ﹤0.01%
207
+123
1858
$6K ﹤0.01%
209
+51
1859
$6K ﹤0.01%
144
-48
1860
$6K ﹤0.01%
227
+3
1861
$6K ﹤0.01%
374
-1,010
1862
$6K ﹤0.01%
50
1863
$6K ﹤0.01%
208
+11
1864
$6K ﹤0.01%
213
1865
$6K ﹤0.01%
212
+10
1866
$6K ﹤0.01%
588
1867
$6K ﹤0.01%
36
+19
1868
$6K ﹤0.01%
55
-31
1869
$6K ﹤0.01%
+148
1870
$6K ﹤0.01%
1,370
-571
1871
$6K ﹤0.01%
286
+62
1872
$6K ﹤0.01%
106
1873
$6K ﹤0.01%
65
+50
1874
$6K ﹤0.01%
459
-22
1875
$6K ﹤0.01%
2,017
-134
73 74
75
76 77