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
2276
$2K ﹤0.01%
456
-514
2277
$2K ﹤0.01%
120
-206
2278
$2K ﹤0.01%
+65
2279
$2K ﹤0.01%
44
+30
2280
$2K ﹤0.01%
156
+100
2281
$2K ﹤0.01%
+42
2282
$2K ﹤0.01%
39
-2
2283
$2K ﹤0.01%
50
2284
$2K ﹤0.01%
73
2285
$2K ﹤0.01%
119
+81
2286
$2K ﹤0.01%
500
2287
$2K ﹤0.01%
+125
2288
$2K ﹤0.01%
12
2289
$2K ﹤0.01%
19
2290
$2K ﹤0.01%
47
+34
2291
$2K ﹤0.01%
126
2292
$2K ﹤0.01%
72
2293
$2K ﹤0.01%
47
-224
2294
$2K ﹤0.01%
46
2295
$2K ﹤0.01%
38
-530
2296
$2K ﹤0.01%
66
2297
$2K ﹤0.01%
157
+2
2298
$2K ﹤0.01%
17
2299
$2K ﹤0.01%
34
-80
2300
$2K ﹤0.01%
79
90 91
92
93 94