GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$11.4M
2
+$6.48M
3
+$5.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.97M
5
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$4.92M

Top Sells

1
+$23.7M
2
+$19.3M
3
+$11.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.7M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.16M

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
1976
$20.7K ﹤0.01%
425
+255
1977
$20.7K ﹤0.01%
113
+3
1978
$20.6K ﹤0.01%
533
+205
1979
$20.6K ﹤0.01%
2,000
1980
$20.6K ﹤0.01%
+4,708
1981
$20.5K ﹤0.01%
3,071
-15
1982
$20.5K ﹤0.01%
103
+42
1983
$20.5K ﹤0.01%
758
-481
1984
$20.4K ﹤0.01%
699
1985
$20.4K ﹤0.01%
700
1986
$20.4K ﹤0.01%
10,514
1987
$20.3K ﹤0.01%
413
+19
1988
$20.3K ﹤0.01%
1,626
-332
1989
$20.3K ﹤0.01%
1,733
+3
1990
$20.3K ﹤0.01%
545
1991
$20.3K ﹤0.01%
648
1992
$20.2K ﹤0.01%
127
+10
1993
$20.1K ﹤0.01%
557
1994
$20.1K ﹤0.01%
900
-500
1995
$20K ﹤0.01%
5,367
1996
$20K ﹤0.01%
384
+351
1997
$20K ﹤0.01%
377
+2
1998
$19.9K ﹤0.01%
1,641
-184
1999
$19.9K ﹤0.01%
584
2000
$19.8K ﹤0.01%
4,390
+145
78 79
80
81 82