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
2301
$2K ﹤0.01%
490
2302
$2K ﹤0.01%
160
+6
2303
$2K ﹤0.01%
59
-19
2304
$2K ﹤0.01%
33
+30
2305
$2K ﹤0.01%
50
+41
2306
$2K ﹤0.01%
65
-36
2307
$2K ﹤0.01%
303
+183
2308
$2K ﹤0.01%
84
-30
2309
$2K ﹤0.01%
136
2310
$2K ﹤0.01%
63
-665
2311
$2K ﹤0.01%
200
2312
$2K ﹤0.01%
+26
2313
$2K ﹤0.01%
+61
2314
$2K ﹤0.01%
111
-11
2315
$2K ﹤0.01%
22
2316
$2K ﹤0.01%
167
-7
2317
$2K ﹤0.01%
+50
2318
$2K ﹤0.01%
62
+43
2319
$2K ﹤0.01%
50
2320
– –
0
2321
$2K ﹤0.01%
40
2322
$2K ﹤0.01%
105
2323
$2K ﹤0.01%
83
+28
2324
$2K ﹤0.01%
+50
2325
$2K ﹤0.01%
112
-12
91 92
93
94 95