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
2401
$7.27K ﹤0.01%
228
2402
$7.22K ﹤0.01%
69
+22
2403
$7.21K ﹤0.01%
63
2404
$7.17K ﹤0.01%
155
-3,540
2405
$7.15K ﹤0.01%
64
+4
2406
$7.14K ﹤0.01%
53
-447
2407
$7.14K ﹤0.01%
202
2408
$7.14K ﹤0.01%
2,000
2409
$7.14K ﹤0.01%
90
2410
$7.12K ﹤0.01%
312
2411
$7.11K ﹤0.01%
342
2412
$7.09K ﹤0.01%
293
+55
2413
$7.08K ﹤0.01%
55
2414
$7.08K ﹤0.01%
57
+3
2415
$7.07K ﹤0.01%
115
+14
2416
$7.05K ﹤0.01%
13
-16
2417
$7.02K ﹤0.01%
35
2418
$7.02K ﹤0.01%
198
+196
2419
$7K ﹤0.01%
517
-3
2420
$6.99K ﹤0.01%
161
2421
$6.99K ﹤0.01%
109
+24
2422
$6.96K ﹤0.01%
72
+28
2423
$6.95K ﹤0.01%
1,250
-34
2424
$6.92K ﹤0.01%
67
-7
2425
$6.92K ﹤0.01%
220
95 96
97
98 99