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
2026
$4K ﹤0.01%
+50
2027
$4K ﹤0.01%
140
2028
$4K ﹤0.01%
90
2029
$4K ﹤0.01%
45
+32
2030
$4K ﹤0.01%
100
2031
$4K ﹤0.01%
101
+19
2032
$4K ﹤0.01%
815
+556
2033
$4K ﹤0.01%
84
-28
2034
$4K ﹤0.01%
281
-19,401
2035
$4K ﹤0.01%
34
-16
2036
$4K ﹤0.01%
402
-229
2037
$4K ﹤0.01%
167
+28
2038
$4K ﹤0.01%
72
2039
$4K ﹤0.01%
31
+2
2040
$4K ﹤0.01%
61
+2
2041
$4K ﹤0.01%
114
-133
2042
$4K ﹤0.01%
+65
2043
$4K ﹤0.01%
286
-189
2044
$4K ﹤0.01%
231
+11
2045
$4K ﹤0.01%
74
-25
2046
$4K ﹤0.01%
56
-4
2047
$4K ﹤0.01%
51
-185
2048
$4K ﹤0.01%
196
2049
$4K ﹤0.01%
112
2050
$4K ﹤0.01%
1
80 81
82
83 84