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
2326
$9.14K ﹤0.01%
101
2327
$9.11K ﹤0.01%
158
2328
$9.1K ﹤0.01%
247
2329
$8.95K ﹤0.01%
320
-6
2330
$8.95K ﹤0.01%
1,031
+24
2331
$8.92K ﹤0.01%
336
2332
$8.92K ﹤0.01%
393
2333
$8.86K ﹤0.01%
2,283
-5,853
2334
$8.81K ﹤0.01%
649
-15
2335
$8.79K ﹤0.01%
95
-44
2336
$8.78K ﹤0.01%
1,439
+3
2337
$8.76K ﹤0.01%
85
+4
2338
$8.76K ﹤0.01%
130
-21
2339
$8.76K ﹤0.01%
348
+99
2340
$8.75K ﹤0.01%
122
2341
$8.74K ﹤0.01%
144
-107
2342
$8.74K ﹤0.01%
136
+10
2343
$8.72K ﹤0.01%
97
-80
2344
$8.7K ﹤0.01%
627
2345
$8.64K ﹤0.01%
160
2346
$8.62K ﹤0.01%
27
2347
$8.6K ﹤0.01%
53
+1
2348
$8.57K ﹤0.01%
84
+2
2349
$8.57K ﹤0.01%
207
2350
$8.52K ﹤0.01%
174
+1
92 93
94
95 96