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%
11
+4
2452
$1K ﹤0.01%
43
+10
2453
$1K ﹤0.01%
225
2454
$1K ﹤0.01%
6
2455
$1K ﹤0.01%
6
-3
2456
$1K ﹤0.01%
4
-74
2457
$1K ﹤0.01%
+28
2458
$1K ﹤0.01%
+41
2459
$1K ﹤0.01%
16
+9
2460
$1K ﹤0.01%
+15
2461
$1K ﹤0.01%
28
+9
2462
$1K ﹤0.01%
69
2463
$1K ﹤0.01%
222
+29
2464
$1K ﹤0.01%
24
2465
$1K ﹤0.01%
4
-32
2466
$1K ﹤0.01%
+18
2467
$1K ﹤0.01%
200
2468
$1K ﹤0.01%
23
2469
$1K ﹤0.01%
432
+361
2470
$1K ﹤0.01%
14
+5
2471
$1K ﹤0.01%
36
-3
2472
$1K ﹤0.01%
35
+21
2473
$1K ﹤0.01%
19
2474
$1K ﹤0.01%
17
2475
$1K ﹤0.01%
175
97 98
99
100 101