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
2026
$18.9K ﹤0.01%
1,074
+736
2027
$18.9K ﹤0.01%
220
2028
$18.8K ﹤0.01%
800
2029
$18.8K ﹤0.01%
290
+158
2030
$18.8K ﹤0.01%
390
-785
2031
$18.8K ﹤0.01%
638
-9
2032
$18.6K ﹤0.01%
361
+103
2033
$18.6K ﹤0.01%
303
+40
2034
$18.6K ﹤0.01%
242
2035
$18.4K ﹤0.01%
184
+29
2036
$18.4K ﹤0.01%
1,000
+500
2037
$18.3K ﹤0.01%
520
-4
2038
$18.3K ﹤0.01%
231
-1
2039
$18.3K ﹤0.01%
1,214
+35
2040
$18.1K ﹤0.01%
789
2041
$18.1K ﹤0.01%
+694
2042
$18.1K ﹤0.01%
248
-7
2043
$18.1K ﹤0.01%
285
-609
2044
$17.8K ﹤0.01%
827
-77
2045
$17.8K ﹤0.01%
2,430
2046
$17.6K ﹤0.01%
766
-184
2047
$17.6K ﹤0.01%
108
-15
2048
$17.6K ﹤0.01%
2,833
2049
$17.6K ﹤0.01%
428
-1,403
2050
$17.5K ﹤0.01%
156
+32
80 81
82
83 84