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
2176
$13.2K ﹤0.01%
1,124
+380
2177
$13.1K ﹤0.01%
200
-3
2178
$13K ﹤0.01%
580
-17
2179
$13K ﹤0.01%
318
2180
$13K ﹤0.01%
4,140
2181
$13K ﹤0.01%
687
2182
$12.9K ﹤0.01%
117
+34
2183
$12.9K ﹤0.01%
1,000
2184
$12.9K ﹤0.01%
94
-5
2185
$12.8K ﹤0.01%
77
-60
2186
$12.8K ﹤0.01%
276
2187
$12.8K ﹤0.01%
215
-151
2188
$12.8K ﹤0.01%
154
+77
2189
$12.8K ﹤0.01%
410
-108
2190
$12.7K ﹤0.01%
231
2191
$12.7K ﹤0.01%
48
-7
2192
$12.7K ﹤0.01%
239
-2,551
2193
$12.7K ﹤0.01%
64
+5
2194
$12.7K ﹤0.01%
228
2195
$12.6K ﹤0.01%
194
+13
2196
$12.6K ﹤0.01%
400
2197
$12.6K ﹤0.01%
416
-16
2198
$12.6K ﹤0.01%
407
2199
$12.6K ﹤0.01%
4,070
-310
2200
$12.5K ﹤0.01%
160
86 87
88
89 90