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
2376
$7.94K ﹤0.01%
97
-72
2377
$7.93K ﹤0.01%
36
+8
2378
$7.89K ﹤0.01%
260
-187
2379
$7.89K ﹤0.01%
454
-481
2380
$7.88K ﹤0.01%
32
-244
2381
$7.88K ﹤0.01%
90
-4
2382
$7.87K ﹤0.01%
81
+2
2383
$7.86K ﹤0.01%
161
2384
$7.84K ﹤0.01%
+100
2385
$7.81K ﹤0.01%
383
2386
$7.79K ﹤0.01%
485
2387
$7.79K ﹤0.01%
92
2388
$7.73K ﹤0.01%
1,000
2389
$7.67K ﹤0.01%
162
2390
$7.64K ﹤0.01%
2,000
2391
$7.63K ﹤0.01%
180
2392
$7.61K ﹤0.01%
485
2393
$7.57K ﹤0.01%
3,028
-501
2394
$7.55K ﹤0.01%
299
2395
$7.52K ﹤0.01%
210
-150
2396
$7.47K ﹤0.01%
1,500
-1,500
2397
$7.43K ﹤0.01%
2,292
2398
$7.42K ﹤0.01%
33
-1
2399
$7.38K ﹤0.01%
643
2400
$7.37K ﹤0.01%
136
94 95
96
97 98