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
2351
$8.46K ﹤0.01%
82
+15
2352
$8.46K ﹤0.01%
300
2353
$8.44K ﹤0.01%
88
+2
2354
$8.41K ﹤0.01%
71
+11
2355
$8.41K ﹤0.01%
596
+24
2356
$8.39K ﹤0.01%
1,177
+1
2357
$8.39K ﹤0.01%
91
-99
2358
$8.33K ﹤0.01%
96
-43
2359
$8.32K ﹤0.01%
932
+28
2360
$8.3K ﹤0.01%
50
+12
2361
$8.28K ﹤0.01%
666
2362
$8.25K ﹤0.01%
170
-22
2363
$8.17K ﹤0.01%
116
-18
2364
$8.13K ﹤0.01%
691
2365
$8.11K ﹤0.01%
+318
2366
$8.1K ﹤0.01%
95
+18
2367
$8.1K ﹤0.01%
10,500
2368
$8.08K ﹤0.01%
113
2369
$8.08K ﹤0.01%
74
-9
2370
$8.06K ﹤0.01%
321
-28
2371
$8.06K ﹤0.01%
411
+211
2372
$8.05K ﹤0.01%
+1,000
2373
$8.05K ﹤0.01%
268
+192
2374
$8K ﹤0.01%
4,018
2375
$7.99K ﹤0.01%
200
93 94
95
96 97