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
2451
$1K ﹤0.01%
6
2452
$1K ﹤0.01%
27
-2
2453
$1K ﹤0.01%
23
-9
2454
$1K ﹤0.01%
45
2455
$1K ﹤0.01%
500
2456
$1K ﹤0.01%
3,275
2457
$1K ﹤0.01%
34
-1
2458
$1K ﹤0.01%
45
2459
$1K ﹤0.01%
147
-286
2460
$1K ﹤0.01%
68
2461
$1K ﹤0.01%
17
+11
2462
$1K ﹤0.01%
+43
2463
$1K ﹤0.01%
50
2464
$1K ﹤0.01%
+29
2465
$1K ﹤0.01%
7
2466
$1K ﹤0.01%
42
-73
2467
$1K ﹤0.01%
14
2468
$1K ﹤0.01%
25
-8
2469
$1K ﹤0.01%
350
2470
$1K ﹤0.01%
350
2471
$1K ﹤0.01%
+87
2472
$1K ﹤0.01%
100
2473
$1K ﹤0.01%
90
2474
$1K ﹤0.01%
+25
2475
$1K ﹤0.01%
21
+14
97 98
99
100 101