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%
65
+14
2352
$2K ﹤0.01%
229
+55
2353
$2K ﹤0.01%
64
2354
$1K ﹤0.01%
39
2355
$1K ﹤0.01%
19
2356
$1K ﹤0.01%
47
2357
$1K ﹤0.01%
+10
2358
$1K ﹤0.01%
27
2359
$1K ﹤0.01%
40
2360
$1K ﹤0.01%
27
-1,535
2361
$1K ﹤0.01%
+15
2362
$1K ﹤0.01%
+18
2363
$1K ﹤0.01%
+27
2364
$1K ﹤0.01%
11
-29
2365
$1K ﹤0.01%
+29
2366
$1K ﹤0.01%
14
-10
2367
$1K ﹤0.01%
+15
2368
$1K ﹤0.01%
28
+9
2369
$1K ﹤0.01%
69
2370
$1K ﹤0.01%
222
+29
2371
$1K ﹤0.01%
24
2372
$1K ﹤0.01%
125
2373
$1K ﹤0.01%
+337
2374
$1K ﹤0.01%
84
2375
$1K ﹤0.01%
41
+34
93 94
95
96 97