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
2126
$3K ﹤0.01%
181
+33
2127
$3K ﹤0.01%
54
-8
2128
$3K ﹤0.01%
16
+2
2129
$3K ﹤0.01%
125
2130
$3K ﹤0.01%
295
-110
2131
$3K ﹤0.01%
63
+36
2132
$3K ﹤0.01%
20
+17
2133
$3K ﹤0.01%
529
2134
$3K ﹤0.01%
47
+5
2135
$3K ﹤0.01%
27
2136
$3K ﹤0.01%
139
+34
2137
$3K ﹤0.01%
52
+26
2138
$3K ﹤0.01%
49
2139
$3K ﹤0.01%
93
+47
2140
$3K ﹤0.01%
99
+39
2141
$3K ﹤0.01%
42
-17
2142
$3K ﹤0.01%
1,209
+358
2143
$3K ﹤0.01%
109
+17
2144
$3K ﹤0.01%
21
2145
$3K ﹤0.01%
225
+61
2146
$3K ﹤0.01%
+118
2147
– –
0
2148
$3K ﹤0.01%
70
2149
$3K ﹤0.01%
29
2150
$3K ﹤0.01%
12
+11
84 85
86
87 88