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
2126
$15.2K ﹤0.01%
552
2127
$15.2K ﹤0.01%
606
2128
$15.2K ﹤0.01%
523
+176
2129
$15.1K ﹤0.01%
491
+4
2130
$15.1K ﹤0.01%
90
+5
2131
$15K ﹤0.01%
190
-3
2132
$15K ﹤0.01%
+525
2133
$15K ﹤0.01%
1,835
-100
2134
$14.9K ﹤0.01%
5,030
2135
$14.9K ﹤0.01%
700
+16
2136
$14.9K ﹤0.01%
634
2137
$14.9K ﹤0.01%
119
2138
$14.8K ﹤0.01%
+477
2139
$14.8K ﹤0.01%
817
+3
2140
$14.7K ﹤0.01%
418
2141
$14.7K ﹤0.01%
198
2142
$14.6K ﹤0.01%
943
+800
2143
$14.6K ﹤0.01%
937
2144
$14.5K ﹤0.01%
665
+127
2145
$14.4K ﹤0.01%
216
+2
2146
$14.4K ﹤0.01%
117
2147
$14.3K ﹤0.01%
164
+16
2148
$14.3K ﹤0.01%
318
+33
2149
$14.3K ﹤0.01%
109
-3,699
2150
$14.3K ﹤0.01%
208
84 85
86
87 88