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
2151
$3K ﹤0.01%
500
2152
$3K ﹤0.01%
80
+58
2153
$3K ﹤0.01%
79
+16
2154
$3K ﹤0.01%
42
+11
2155
$3K ﹤0.01%
98
-4
2156
$3K ﹤0.01%
181
+61
2157
$3K ﹤0.01%
147
-49
2158
$3K ﹤0.01%
87
2159
$3K ﹤0.01%
160
2160
$3K ﹤0.01%
32
+19
2161
$3K ﹤0.01%
90
+1
2162
$3K ﹤0.01%
52
2163
$3K ﹤0.01%
77
+29
2164
$3K ﹤0.01%
109
+28
2165
$3K ﹤0.01%
122
2166
$3K ﹤0.01%
16
-2
2167
$3K ﹤0.01%
156
-12
2168
$3K ﹤0.01%
49
-48
2169
$3K ﹤0.01%
78
2170
$3K ﹤0.01%
74
2171
$3K ﹤0.01%
96
-13
2172
$3K ﹤0.01%
735
-242
2173
$3K ﹤0.01%
118
+33
2174
$3K ﹤0.01%
91
+2
2175
$3K ﹤0.01%
30
-12
85 86
87
88 89