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
1951
$21.6K ﹤0.01%
82
-11
1952
$21.5K ﹤0.01%
1,639
-510
1953
$21.5K ﹤0.01%
395
+178
1954
$21.5K ﹤0.01%
187
1955
$21.4K ﹤0.01%
1,087
1956
$21.3K ﹤0.01%
519
+33
1957
$21.3K ﹤0.01%
351
-7
1958
$21.3K ﹤0.01%
301
-39
1959
$21.2K ﹤0.01%
748
1960
$21.2K ﹤0.01%
745
1961
$21.2K ﹤0.01%
490
+3
1962
$20.9K ﹤0.01%
215
-1,162
1963
$20.9K ﹤0.01%
2,391
+386
1964
$20.9K ﹤0.01%
3,703
1965
$20.8K ﹤0.01%
143
-17
1966
$20.8K ﹤0.01%
740
+6
1967
$20.8K ﹤0.01%
87
1968
$20.8K ﹤0.01%
451
+56
1969
$20.8K ﹤0.01%
829
+57
1970
$20.7K ﹤0.01%
105
1971
$20.7K ﹤0.01%
1,040
1972
$20.7K ﹤0.01%
217
+18
1973
$20.7K ﹤0.01%
606
+438
1974
$20.7K ﹤0.01%
186
-24
1975
$20.7K ﹤0.01%
706
+72
77 78
79
80 81