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
2151
$14.3K ﹤0.01%
449
2152
$14.2K ﹤0.01%
196
+74
2153
$14.1K ﹤0.01%
60
-29
2154
$14.1K ﹤0.01%
168
2155
$14K ﹤0.01%
126
-9
2156
$14K ﹤0.01%
+600
2157
$14K ﹤0.01%
2,000
+1,000
2158
$13.9K ﹤0.01%
390
2159
$13.9K ﹤0.01%
360
-1,061
2160
$13.8K ﹤0.01%
1,245
+93
2161
$13.7K ﹤0.01%
1,519
2162
$13.7K ﹤0.01%
345
2163
$13.6K ﹤0.01%
443
-5
2164
$13.6K ﹤0.01%
509
+2
2165
$13.5K ﹤0.01%
296
2166
$13.5K ﹤0.01%
350
2167
$13.5K ﹤0.01%
794
2168
$13.5K ﹤0.01%
794
2169
$13.4K ﹤0.01%
192
2170
$13.4K ﹤0.01%
312
+33
2171
$13.3K ﹤0.01%
142
-185
2172
$13.3K ﹤0.01%
241
+22
2173
$13.3K ﹤0.01%
71
2174
$13.2K ﹤0.01%
204
2175
$13.2K ﹤0.01%
525
+384
85 86
87
88 89