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
1926
$5K ﹤0.01%
1,000
1927
$5K ﹤0.01%
883
-185
1928
$5K ﹤0.01%
328
-84
1929
$5K ﹤0.01%
300
-350
1930
$5K ﹤0.01%
29
+1
1931
$5K ﹤0.01%
61
+29
1932
$5K ﹤0.01%
218
-52,228
1933
$5K ﹤0.01%
+168
1934
$5K ﹤0.01%
166
+73
1935
$5K ﹤0.01%
371
1936
$5K ﹤0.01%
50
1937
$5K ﹤0.01%
44
-16
1938
$5K ﹤0.01%
700
1939
$5K ﹤0.01%
94
-5,726
1940
$5K ﹤0.01%
185
1941
$5K ﹤0.01%
340
+55
1942
$5K ﹤0.01%
+105
1943
$5K ﹤0.01%
66
1944
$5K ﹤0.01%
91
-213
1945
$5K ﹤0.01%
1,306
-216
1946
$5K ﹤0.01%
110
+10
1947
$5K ﹤0.01%
60
-17
1948
$5K ﹤0.01%
378
+238
1949
$5K ﹤0.01%
315
+209
1950
$5K ﹤0.01%
194
+94
76 77
78
79 80