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
2301
$9.8K ﹤0.01%
134
-107
2302
$9.78K ﹤0.01%
489
-82
2303
$9.78K ﹤0.01%
298
-202
2304
$9.73K ﹤0.01%
337
+1
2305
$9.72K ﹤0.01%
605
+560
2306
$9.66K ﹤0.01%
382
-7
2307
$9.65K ﹤0.01%
214
-746
2308
$9.61K ﹤0.01%
1,800
-6,000
2309
$9.59K ﹤0.01%
651
2310
$9.58K ﹤0.01%
240
2311
$9.51K ﹤0.01%
502
-175
2312
$9.51K ﹤0.01%
128
-18
2313
$9.49K ﹤0.01%
+309
2314
$9.44K ﹤0.01%
462
2315
$9.44K ﹤0.01%
168
+30
2316
$9.33K ﹤0.01%
681
+484
2317
$9.31K ﹤0.01%
1,696
+45
2318
$9.29K ﹤0.01%
500
2319
$9.29K ﹤0.01%
103
-11
2320
$9.29K ﹤0.01%
2,170
2321
$9.26K ﹤0.01%
181
2322
$9.19K ﹤0.01%
200
-400
2323
$9.18K ﹤0.01%
8,500
2324
$9.16K ﹤0.01%
288
2325
$9.15K ﹤0.01%
104
91 92
93
94 95