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
1901
$5K ﹤0.01%
680
1902
$5K ﹤0.01%
91
+24
1903
$5K ﹤0.01%
1,000
1904
$5K ﹤0.01%
73
+15
1905
$5K ﹤0.01%
+400
1906
$5K ﹤0.01%
165
1907
$5K ﹤0.01%
285
1908
$5K ﹤0.01%
220
1909
$5K ﹤0.01%
102
+1
1910
$5K ﹤0.01%
202
-40
1911
$5K ﹤0.01%
70
1912
$5K ﹤0.01%
257
+79
1913
$5K ﹤0.01%
187
1914
$5K ﹤0.01%
47
+23
1915
$5K ﹤0.01%
439
-270
1916
$5K ﹤0.01%
122
1917
$5K ﹤0.01%
154
+41
1918
$5K ﹤0.01%
455
1919
$5K ﹤0.01%
59
-5
1920
$5K ﹤0.01%
+331
1921
$5K ﹤0.01%
145
1922
$5K ﹤0.01%
171
-11
1923
$5K ﹤0.01%
129
1924
$5K ﹤0.01%
296
1925
$5K ﹤0.01%
413
+6
75 76
77
78 79