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
2226
$2K ﹤0.01%
16
+6
2227
$2K ﹤0.01%
32
+20
2228
$2K ﹤0.01%
55
2229
$2K ﹤0.01%
190
2230
$2K ﹤0.01%
45
-10
2231
$2K ﹤0.01%
47
-26
2232
$2K ﹤0.01%
100
2233
$2K ﹤0.01%
+13
2234
$2K ﹤0.01%
1,400
2235
$2K ﹤0.01%
86
+37
2236
$2K ﹤0.01%
15
+6
2237
$2K ﹤0.01%
43
2238
$2K ﹤0.01%
+26
2239
$2K ﹤0.01%
77
2240
$2K ﹤0.01%
249
2241
$2K ﹤0.01%
+75
2242
$2K ﹤0.01%
31
-21
2243
$2K ﹤0.01%
118
+59
2244
$2K ﹤0.01%
48
-13
2245
$2K ﹤0.01%
40
2246
$2K ﹤0.01%
120
2247
$2K ﹤0.01%
23
2248
$2K ﹤0.01%
+44
2249
$2K ﹤0.01%
55
-1,584
2250
$2K ﹤0.01%
39
88 89
90
91 92