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
2226
$11.7K ﹤0.01%
185
2227
$11.7K ﹤0.01%
83
-50
2228
$11.7K ﹤0.01%
258
+94
2229
$11.7K ﹤0.01%
467
+4
2230
$11.6K ﹤0.01%
357
-49
2231
$11.6K ﹤0.01%
110
-65
2232
$11.6K ﹤0.01%
343
-267
2233
$11.6K ﹤0.01%
1,000
-2,431
2234
$11.6K ﹤0.01%
141
2235
$11.5K ﹤0.01%
30
+29
2236
$11.5K ﹤0.01%
955
2237
$11.5K ﹤0.01%
588
2238
$11.4K ﹤0.01%
189
-168
2239
$11.4K ﹤0.01%
415
2240
$11.4K ﹤0.01%
1,216
+55
2241
$11.4K ﹤0.01%
434
+4
2242
$11.4K ﹤0.01%
+440
2243
$11.4K ﹤0.01%
250
2244
$11.3K ﹤0.01%
81
+8
2245
$11.2K ﹤0.01%
401
2246
$11.2K ﹤0.01%
208
-7
2247
$11.2K ﹤0.01%
700
2248
$11.2K ﹤0.01%
+454
2249
$11.1K ﹤0.01%
126
2250
$11.1K ﹤0.01%
35
-4
88 89
90
91 92