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
1876
$6K ﹤0.01%
47
-20
1877
$6K ﹤0.01%
131
+11
1878
$6K ﹤0.01%
122
1879
$6K ﹤0.01%
74
-156
1880
$6K ﹤0.01%
300
1881
$6K ﹤0.01%
127
-194
1882
$6K ﹤0.01%
273
-270
1883
$6K ﹤0.01%
198
-738
1884
$6K ﹤0.01%
138
+133
1885
$6K ﹤0.01%
108
+2
1886
$6K ﹤0.01%
55
-8
1887
$6K ﹤0.01%
264
-177
1888
$6K ﹤0.01%
108
+13
1889
$6K ﹤0.01%
122
-226
1890
$6K ﹤0.01%
250
+100
1891
$6K ﹤0.01%
300
1892
$6K ﹤0.01%
53
-1
1893
$6K ﹤0.01%
100
-24,915
1894
$6K ﹤0.01%
104
+25
1895
$6K ﹤0.01%
3,800
1896
$6K ﹤0.01%
21
+19
1897
$6K ﹤0.01%
257
+127
1898
$6K ﹤0.01%
741
+100
1899
$6K ﹤0.01%
115
+64
1900
$6K ﹤0.01%
178
74 75
76
77 78