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
2326
$2K ﹤0.01%
77
2327
$2K ﹤0.01%
68
2328
$2K ﹤0.01%
12
+6
2329
$2K ﹤0.01%
367
2330
$2K ﹤0.01%
91
+31
2331
$2K ﹤0.01%
+125
2332
$2K ﹤0.01%
99
-24
2333
$2K ﹤0.01%
22
-47
2334
$2K ﹤0.01%
125
2335
$2K ﹤0.01%
14
-2
2336
$2K ﹤0.01%
128
2337
$2K ﹤0.01%
250
2338
$2K ﹤0.01%
+90
2339
$2K ﹤0.01%
31
+5
2340
$2K ﹤0.01%
121
2341
$2K ﹤0.01%
533
-167
2342
$2K ﹤0.01%
17
+4
2343
$2K ﹤0.01%
170
2344
$2K ﹤0.01%
24
+5
2345
$2K ﹤0.01%
220
2346
$2K ﹤0.01%
114
+101
2347
$2K ﹤0.01%
20
+15
2348
$2K ﹤0.01%
20
+8
2349
$2K ﹤0.01%
44
-1
2350
$2K ﹤0.01%
144
92 93
94
95 96