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
2076
$3K ﹤0.01%
125
-213
2077
$3K ﹤0.01%
38
+10
2078
$3K ﹤0.01%
30
-321
2079
$3K ﹤0.01%
750
+436
2080
$3K ﹤0.01%
52
+4
2081
$3K ﹤0.01%
49
2082
$3K ﹤0.01%
+120
2083
$3K ﹤0.01%
249
-2,094
2084
$3K ﹤0.01%
132
+52
2085
$3K ﹤0.01%
36
-3
2086
$3K ﹤0.01%
79
+45
2087
$3K ﹤0.01%
100
2088
$3K ﹤0.01%
97
-13
2089
$3K ﹤0.01%
72
2090
$3K ﹤0.01%
93
-12
2091
$3K ﹤0.01%
78
+28
2092
$3K ﹤0.01%
+141
2093
$3K ﹤0.01%
19
-2
2094
$3K ﹤0.01%
170
2095
$3K ﹤0.01%
101
2096
$3K ﹤0.01%
27
2097
$3K ﹤0.01%
50
2098
$3K ﹤0.01%
54
2099
$3K ﹤0.01%
56
2100
$3K ﹤0.01%
610
82 83
84
85 86