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
2351
$2K ﹤0.01%
17
2352
$2K ﹤0.01%
34
-80
2353
$2K ﹤0.01%
79
2354
$1K ﹤0.01%
88
-5
2355
$1K ﹤0.01%
20
-4
2356
$1K ﹤0.01%
16
2357
$1K ﹤0.01%
94
-10
2358
$1K ﹤0.01%
+5
2359
$1K ﹤0.01%
15
-7
2360
$1K ﹤0.01%
23
+18
2361
$1K ﹤0.01%
20
+6
2362
$1K ﹤0.01%
28
+14
2363
$1K ﹤0.01%
8
-15
2364
$1K ﹤0.01%
39
+7
2365
$1K ﹤0.01%
58
2366
$1K ﹤0.01%
119
2367
$1K ﹤0.01%
20
2368
$1K ﹤0.01%
14
-7
2369
$1K ﹤0.01%
90
2370
$1K ﹤0.01%
47
+23
2371
$1K ﹤0.01%
7
2372
$1K ﹤0.01%
18
2373
$1K ﹤0.01%
187
-2
2374
$1K ﹤0.01%
100
+38
2375
$1K ﹤0.01%
8
93 94
95
96 97