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
2076
$16.6K ﹤0.01%
1,295
+4
2077
$16.6K ﹤0.01%
413
+5
2078
$16.6K ﹤0.01%
492
2079
$16.5K ﹤0.01%
97
-181
2080
$16.5K ﹤0.01%
674
-221
2081
$16.5K ﹤0.01%
93
-4
2082
$16.5K ﹤0.01%
187
-87
2083
$16.5K ﹤0.01%
2,400
2084
$16.5K ﹤0.01%
155
-522
2085
$16.4K ﹤0.01%
540
2086
$16.3K ﹤0.01%
1,203
2087
$16.3K ﹤0.01%
450
-1,000
2088
$16.3K ﹤0.01%
135
2089
$16.2K ﹤0.01%
576
-420
2090
$16.2K ﹤0.01%
216
-17
2091
$16.2K ﹤0.01%
62
2092
$16.2K ﹤0.01%
570
2093
$16.2K ﹤0.01%
175
2094
$16.2K ﹤0.01%
789
-14
2095
$16.1K ﹤0.01%
640
+4
2096
$16.1K ﹤0.01%
859
+2
2097
$16K ﹤0.01%
76
+25
2098
$16K ﹤0.01%
88
2099
$16K ﹤0.01%
1,817
+52
2100
$16K ﹤0.01%
139
-13
82 83
84
85 86