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
1876
$25.4K ﹤0.01%
730
-35
1877
$25.4K ﹤0.01%
632
-612
1878
$25.3K ﹤0.01%
91
-1
1879
$25.2K ﹤0.01%
612
1880
$25.2K ﹤0.01%
894
1881
$25.1K ﹤0.01%
2,100
1882
$25.1K ﹤0.01%
23,700
1883
$25.1K ﹤0.01%
668
-155
1884
$25K ﹤0.01%
1,550
+408
1885
$24.9K ﹤0.01%
334
-408
1886
$24.9K ﹤0.01%
230
-147
1887
$24.9K ﹤0.01%
363
+2
1888
$24.9K ﹤0.01%
1,084
-1,125
1889
$24.7K ﹤0.01%
2,759
-7,985
1890
$24.7K ﹤0.01%
258
1891
$24.7K ﹤0.01%
511
+3
1892
$24.5K ﹤0.01%
519
-358
1893
$24.5K ﹤0.01%
763
+2
1894
$24.5K ﹤0.01%
804
-416
1895
$24.4K ﹤0.01%
208
+1
1896
$24.3K ﹤0.01%
215
+36
1897
$24.3K ﹤0.01%
846
+2
1898
$24.1K ﹤0.01%
239
+14
1899
$24K ﹤0.01%
134
-90
1900
$23.9K ﹤0.01%
+800
74 75
76
77 78