GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$10M
2
+$6.34M
3
+$5.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.77M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.22M

Top Sells

1
+$6.51M
2
+$5.18M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.09M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.91M

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
2451
$1K ﹤0.01%
23
2452
$1K ﹤0.01%
432
+361
2453
$1K ﹤0.01%
14
+5
2454
$1K ﹤0.01%
36
-3
2455
$1K ﹤0.01%
35
+21
2456
$1K ﹤0.01%
19
2457
$1K ﹤0.01%
17
2458
$1K ﹤0.01%
175
2459
$1K ﹤0.01%
48
+36
2460
$1K ﹤0.01%
15
-15
2461
$1K ﹤0.01%
48
+1
2462
$1K ﹤0.01%
225
2463
$1K ﹤0.01%
22
+14
2464
$1K ﹤0.01%
54
+22
2465
$1K ﹤0.01%
8
+3
2466
$1K ﹤0.01%
16
2467
$1K ﹤0.01%
+7
2468
$1K ﹤0.01%
8
+3
2469
$1K ﹤0.01%
150
2470
$1K ﹤0.01%
+48
2471
$1K ﹤0.01%
+17
2472
$1K ﹤0.01%
23
-3
2473
$1K ﹤0.01%
53
2474
$1K ﹤0.01%
14
+2
2475
$1K ﹤0.01%
22
97 98
99
100 101