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
2251
$2K ﹤0.01%
+37
2252
$2K ﹤0.01%
50
+41
2253
$2K ﹤0.01%
57
2254
$2K ﹤0.01%
45
2255
$2K ﹤0.01%
80
2256
$2K ﹤0.01%
186
+1
2257
$2K ﹤0.01%
647
2258
$2K ﹤0.01%
19
+4
2259
$2K ﹤0.01%
220
2260
$2K ﹤0.01%
37
-4
2261
$2K ﹤0.01%
140
2262
$2K ﹤0.01%
+62
2263
$2K ﹤0.01%
117
2264
$2K ﹤0.01%
83
+16
2265
$2K ﹤0.01%
58
-186
2266
$2K ﹤0.01%
130
-45
2267
$2K ﹤0.01%
+50
2268
$2K ﹤0.01%
20
-5
2269
$2K ﹤0.01%
85
-10
2270
$2K ﹤0.01%
90
2271
$2K ﹤0.01%
26
+12
2272
$2K ﹤0.01%
166
+132
2273
$2K ﹤0.01%
119
-34
2274
$2K ﹤0.01%
118
2275
$2K ﹤0.01%
70
89 90
91
92 93