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
2401
$1K ﹤0.01%
66
2402
$1K ﹤0.01%
+102
2403
$1K ﹤0.01%
106
2404
$1K ﹤0.01%
32
+16
2405
$1K ﹤0.01%
26
2406
$1K ﹤0.01%
130
+13
2407
$1K ﹤0.01%
48
+7
2408
$1K ﹤0.01%
88
-5
2409
$1K ﹤0.01%
20
-4
2410
$1K ﹤0.01%
16
2411
$1K ﹤0.01%
94
-10
2412
$1K ﹤0.01%
+5
2413
$1K ﹤0.01%
15
-7
2414
$1K ﹤0.01%
23
+18
2415
$1K ﹤0.01%
28
+14
2416
$1K ﹤0.01%
77
-68
2417
$1K ﹤0.01%
56
2418
$1K ﹤0.01%
35
2419
$1K ﹤0.01%
79
+46
2420
$1K ﹤0.01%
100
2421
$1K ﹤0.01%
122
-22
2422
$1K ﹤0.01%
52
2423
$1K ﹤0.01%
365
2424
$1K ﹤0.01%
24
-33
2425
$1K ﹤0.01%
4
-2
95 96
97
98 99