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
2376
$1K ﹤0.01%
11
2377
$1K ﹤0.01%
18
-3
2378
$1K ﹤0.01%
56
-13
2379
$1K ﹤0.01%
+28
2380
$1K ﹤0.01%
30
2381
$1K ﹤0.01%
77
-40
2382
$1K ﹤0.01%
6
2383
$1K ﹤0.01%
27
-2
2384
$1K ﹤0.01%
23
-9
2385
$1K ﹤0.01%
45
2386
$1K ﹤0.01%
97
2387
$1K ﹤0.01%
117
2388
$1K ﹤0.01%
9
-3
2389
$1K ﹤0.01%
101
-51
2390
$1K ﹤0.01%
800
2391
$1K ﹤0.01%
15
2392
$1K ﹤0.01%
1,060
2393
$1K ﹤0.01%
34
-52
2394
$1K ﹤0.01%
3,275
2395
$1K ﹤0.01%
34
-1
2396
$1K ﹤0.01%
45
2397
$1K ﹤0.01%
147
-286
2398
$1K ﹤0.01%
27
-1,535
2399
$1K ﹤0.01%
24
2400
$1K ﹤0.01%
11
94 95
96
97 98