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
2201
$2K ﹤0.01%
+35
2202
$2K ﹤0.01%
521
-36
2203
$2K ﹤0.01%
45
2204
$2K ﹤0.01%
+68
2205
$2K ﹤0.01%
70
+6
2206
$2K ﹤0.01%
20
+10
2207
$2K ﹤0.01%
+105
2208
$2K ﹤0.01%
19
+9
2209
$2K ﹤0.01%
21
2210
$2K ﹤0.01%
98
-7
2211
$2K ﹤0.01%
118
+8
2212
$2K ﹤0.01%
1,000
2213
$2K ﹤0.01%
28
+3
2214
$2K ﹤0.01%
211
+63
2215
$2K ﹤0.01%
+55
2216
$2K ﹤0.01%
183
-38
2217
$2K ﹤0.01%
80
2218
$2K ﹤0.01%
40
+31
2219
$2K ﹤0.01%
122
2220
$2K ﹤0.01%
48
+25
2221
$2K ﹤0.01%
+71
2222
$2K ﹤0.01%
31
-8
2223
$2K ﹤0.01%
58
2224
$2K ﹤0.01%
+500
2225
$2K ﹤0.01%
61
87 88
89
90 91