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
1926
$22.7K ﹤0.01%
783
+61
1927
$22.6K ﹤0.01%
625
+580
1928
$22.6K ﹤0.01%
390
-2
1929
$22.6K ﹤0.01%
145
1930
$22.5K ﹤0.01%
337
-79
1931
$22.5K ﹤0.01%
937
-9
1932
$22.5K ﹤0.01%
468
1933
$22.5K ﹤0.01%
290
-2
1934
$22.4K ﹤0.01%
285
-19
1935
$22.3K ﹤0.01%
1,221
-452
1936
$22.3K ﹤0.01%
333
+192
1937
$22.2K ﹤0.01%
263
-245
1938
$22.2K ﹤0.01%
2,315
-219
1939
$22.2K ﹤0.01%
+280
1940
$22.2K ﹤0.01%
773
-155
1941
$22.1K ﹤0.01%
+409
1942
$22K ﹤0.01%
1,105
-1,816
1943
$22K ﹤0.01%
316
1944
$22K ﹤0.01%
591
+43
1945
$21.9K ﹤0.01%
451
+9
1946
$21.8K ﹤0.01%
246
+122
1947
$21.8K ﹤0.01%
123
1948
$21.8K ﹤0.01%
221
1949
$21.7K ﹤0.01%
267
-3
1950
$21.7K ﹤0.01%
84
-693
76 77
78
79 80