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
2426
$6.89K ﹤0.01%
225
2427
$6.87K ﹤0.01%
105
2428
$6.87K ﹤0.01%
242
+2
2429
$6.86K ﹤0.01%
110
-6
2430
$6.84K ﹤0.01%
112
+17
2431
$6.83K ﹤0.01%
+1,215
2432
$6.82K ﹤0.01%
193
+142
2433
$6.82K ﹤0.01%
178
2434
$6.79K ﹤0.01%
93
+21
2435
$6.79K ﹤0.01%
293
-384
2436
$6.77K ﹤0.01%
105
2437
$6.76K ﹤0.01%
191
+3
2438
$6.74K ﹤0.01%
266
-92
2439
$6.66K ﹤0.01%
129
+2
2440
$6.62K ﹤0.01%
32
2441
$6.61K ﹤0.01%
35
+4
2442
$6.55K ﹤0.01%
128
+4
2443
$6.53K ﹤0.01%
241
2444
$6.52K ﹤0.01%
14
2445
$6.51K ﹤0.01%
909
-850
2446
$6.51K ﹤0.01%
269
-7
2447
$6.5K ﹤0.01%
800
2448
$6.5K ﹤0.01%
211
-151
2449
$6.48K ﹤0.01%
+800
2450
$6.47K ﹤0.01%
+162
96 97
98
99 100