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
2426
$1K ﹤0.01%
+29
2427
$1K ﹤0.01%
22
-4
2428
$1K ﹤0.01%
18
2429
$1K ﹤0.01%
22
2430
$1K ﹤0.01%
122
-732
2431
$1K ﹤0.01%
+10
2432
$1K ﹤0.01%
+20
2433
$1K ﹤0.01%
28
-33
2434
$1K ﹤0.01%
24
2435
$1K ﹤0.01%
25
2436
$1K ﹤0.01%
15
-493
2437
$1K ﹤0.01%
17
-2
2438
$1K ﹤0.01%
73
+25
2439
$1K ﹤0.01%
23
2440
$1K ﹤0.01%
+30
2441
$1K ﹤0.01%
24
-42
2442
$1K ﹤0.01%
7
+2
2443
$1K ﹤0.01%
32
2444
$1K ﹤0.01%
+32
2445
$1K ﹤0.01%
67
+34
2446
$1K ﹤0.01%
98
-19
2447
$1K ﹤0.01%
+141
2448
$1K ﹤0.01%
14
-10
2449
$1K ﹤0.01%
+6
2450
$1K ﹤0.01%
5
-68
96 97
98
99 100