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

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
2276
$10.6K ﹤0.01%
235
+3
2277
$10.6K ﹤0.01%
96
+64
2278
$10.6K ﹤0.01%
816
+260
2279
$10.6K ﹤0.01%
129
2280
$10.6K ﹤0.01%
876
+128
2281
$10.5K ﹤0.01%
200
+188
2282
$10.5K ﹤0.01%
400
2283
$10.4K ﹤0.01%
68
2284
$10.4K ﹤0.01%
261
+1
2285
$10.4K ﹤0.01%
1,029
+14
2286
$10.4K ﹤0.01%
+168
2287
$10.3K ﹤0.01%
250
2288
$10.3K ﹤0.01%
440
+407
2289
$10.3K ﹤0.01%
+232
2290
$10.2K ﹤0.01%
115
2291
$10.2K ﹤0.01%
141
+39
2292
$10.2K ﹤0.01%
434
2293
$10.1K ﹤0.01%
1,000
2294
$10.1K ﹤0.01%
645
2295
$10K ﹤0.01%
57
-41
2296
$10K ﹤0.01%
+382
2297
$9.98K ﹤0.01%
196
2298
$9.93K ﹤0.01%
223
+1
2299
$9.92K ﹤0.01%
81
2300
$9.85K ﹤0.01%
100