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
1951
$5K ﹤0.01%
56
-5
1952
$5K ﹤0.01%
+55
1953
$5K ﹤0.01%
118
1954
$5K ﹤0.01%
67
-36
1955
$5K ﹤0.01%
53
+1
1956
$5K ﹤0.01%
145
-13
1957
$5K ﹤0.01%
1,583
+372
1958
$5K ﹤0.01%
125
+40
1959
$5K ﹤0.01%
+275
1960
$5K ﹤0.01%
111
-9
1961
$5K ﹤0.01%
79
+18
1962
$5K ﹤0.01%
68
-13
1963
$5K ﹤0.01%
58
+15
1964
$5K ﹤0.01%
+101
1965
$5K ﹤0.01%
64
+17
1966
$5K ﹤0.01%
65
1967
$4K ﹤0.01%
151
-19
1968
$4K ﹤0.01%
18
-245
1969
$4K ﹤0.01%
200
1970
$4K ﹤0.01%
39
+13
1971
$4K ﹤0.01%
20
-29
1972
$4K ﹤0.01%
700
1973
$4K ﹤0.01%
59
+1
1974
$4K ﹤0.01%
131
+46
1975
$4K ﹤0.01%
100
+2
77 78
79
80 81