GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$10M
2
+$6.34M
3
+$5.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.77M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.22M

Top Sells

1
+$6.51M
2
+$5.18M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.09M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.91M

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
2276
$2K ﹤0.01%
+42
2277
$2K ﹤0.01%
521
-36
2278
$2K ﹤0.01%
45
2279
$2K ﹤0.01%
+68
2280
$2K ﹤0.01%
70
+6
2281
$2K ﹤0.01%
130
-45
2282
$2K ﹤0.01%
+50
2283
$2K ﹤0.01%
20
-5
2284
$2K ﹤0.01%
85
-10
2285
$2K ﹤0.01%
26
+12
2286
$2K ﹤0.01%
166
+132
2287
$2K ﹤0.01%
119
-34
2288
$2K ﹤0.01%
118
2289
$2K ﹤0.01%
70
2290
$2K ﹤0.01%
44
+30
2291
$2K ﹤0.01%
156
+100
2292
$2K ﹤0.01%
+42
2293
$2K ﹤0.01%
39
-2
2294
$2K ﹤0.01%
50
2295
$2K ﹤0.01%
73
2296
$2K ﹤0.01%
119
+81
2297
$2K ﹤0.01%
21
2298
$2K ﹤0.01%
98
-7
2299
$2K ﹤0.01%
118
+8
2300
$2K ﹤0.01%
500
90 91
92
93 94