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
1901
$23.8K ﹤0.01%
550
1902
$23.7K ﹤0.01%
207
1903
$23.6K ﹤0.01%
1,309
-50
1904
$23.6K ﹤0.01%
1,309
+84
1905
$23.5K ﹤0.01%
252
1906
$23.5K ﹤0.01%
1,310
1907
$23.5K ﹤0.01%
485
1908
$23.4K ﹤0.01%
+640
1909
$23.4K ﹤0.01%
2,067
1910
$23.4K ﹤0.01%
178
-29
1911
$23.4K ﹤0.01%
1,000
+971
1912
$23.4K ﹤0.01%
511
-82
1913
$23.3K ﹤0.01%
618
-925
1914
$23.3K ﹤0.01%
304
-1
1915
$23.2K ﹤0.01%
244
1916
$23.2K ﹤0.01%
525
+40
1917
$23.2K ﹤0.01%
495
-397
1918
$23.2K ﹤0.01%
1,903
1919
$23.1K ﹤0.01%
663
+421
1920
$23.1K ﹤0.01%
128
+1
1921
$23K ﹤0.01%
1,207
+53
1922
$22.9K ﹤0.01%
763
+9
1923
$22.8K ﹤0.01%
+1,025
1924
$22.8K ﹤0.01%
98
+4
1925
$22.8K ﹤0.01%
1,909
+21
75 76
77
78 79