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
2001
$19.8K ﹤0.01%
425
+28
2002
$19.7K ﹤0.01%
385
2003
$19.7K ﹤0.01%
228
-10
2004
$19.7K ﹤0.01%
943
-32
2005
$19.6K ﹤0.01%
401
+94
2006
$19.6K ﹤0.01%
3,245
2007
$19.6K ﹤0.01%
343
+1
2008
$19.6K ﹤0.01%
562
-47
2009
$19.5K ﹤0.01%
242
2010
$19.5K ﹤0.01%
700
-161
2011
$19.5K ﹤0.01%
480
-1,031
2012
$19.5K ﹤0.01%
233
2013
$19.4K ﹤0.01%
389
+3
2014
$19.4K ﹤0.01%
67
2015
$19.3K ﹤0.01%
268
+32
2016
$19.3K ﹤0.01%
357
-442
2017
$19.3K ﹤0.01%
+646
2018
$19.2K ﹤0.01%
250
2019
$19.2K ﹤0.01%
361
+96
2020
$19.1K ﹤0.01%
185
2021
$19.1K ﹤0.01%
997
+1
2022
$19K ﹤0.01%
1,028
-113
2023
$18.9K ﹤0.01%
184
-24
2024
$18.9K ﹤0.01%
861
-3,037
2025
$18.9K ﹤0.01%
484
-383
79 80
81
82 83