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
2251
$11.1K ﹤0.01%
1,025
-313
2252
$11.1K ﹤0.01%
427
2253
$11.1K ﹤0.01%
294
-52
2254
$11.1K ﹤0.01%
85
-1
2255
$11K ﹤0.01%
6
-5
2256
$11K ﹤0.01%
135
2257
$11K ﹤0.01%
33
-1
2258
$11K ﹤0.01%
172
2259
$11K ﹤0.01%
166
-1,127
2260
$11K ﹤0.01%
85
+6
2261
$11K ﹤0.01%
89
2262
$10.9K ﹤0.01%
+500
2263
$10.8K ﹤0.01%
444
-60
2264
$10.8K ﹤0.01%
201
-125
2265
$10.8K ﹤0.01%
775
-7,000
2266
$10.8K ﹤0.01%
112
2267
$10.8K ﹤0.01%
294
+214
2268
$10.8K ﹤0.01%
350
-119
2269
$10.8K ﹤0.01%
160
2270
$10.8K ﹤0.01%
236
-4
2271
$10.7K ﹤0.01%
1,546
2272
$10.7K ﹤0.01%
451
+3
2273
$10.7K ﹤0.01%
64
-73
2274
$10.7K ﹤0.01%
+512
2275
$10.6K ﹤0.01%
29
-22
89 90
91
92 93