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
2051
$17.5K ﹤0.01%
5,770
-1,030
2052
$17.5K ﹤0.01%
3,880
2053
$17.5K ﹤0.01%
171
2054
$17.4K ﹤0.01%
705
-933
2055
$17.4K ﹤0.01%
270
+185
2056
$17.4K ﹤0.01%
525
+1
2057
$17.4K ﹤0.01%
681
+45
2058
$17.3K ﹤0.01%
157
+12
2059
$17.2K ﹤0.01%
397
+2
2060
$17.2K ﹤0.01%
113
+16
2061
$17.1K ﹤0.01%
470
-473
2062
$17K ﹤0.01%
1,252
+54
2063
$17K ﹤0.01%
487
-21
2064
$16.9K ﹤0.01%
725
2065
$16.9K ﹤0.01%
6,216
+2,705
2066
$16.9K ﹤0.01%
3,153
+2
2067
$16.8K ﹤0.01%
287
2068
$16.8K ﹤0.01%
497
+5
2069
$16.8K ﹤0.01%
317
+55
2070
$16.8K ﹤0.01%
330
2071
$16.8K ﹤0.01%
825
2072
$16.8K ﹤0.01%
452
2073
$16.7K ﹤0.01%
197
-3
2074
$16.7K ﹤0.01%
1,131
2075
$16.7K ﹤0.01%
523
-18
81 82
83
84 85