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
2451
$6.46K ﹤0.01%
132
-701
2452
$6.38K ﹤0.01%
500
2453
$6.38K ﹤0.01%
2,397
+57
2454
$6.38K ﹤0.01%
434
+117
2455
$6.37K ﹤0.01%
432
2456
$6.36K ﹤0.01%
338
2457
$6.34K ﹤0.01%
80
2458
$6.31K ﹤0.01%
41
+11
2459
$6.29K ﹤0.01%
+1,018
2460
$6.27K ﹤0.01%
106
-106
2461
$6.27K ﹤0.01%
39
2462
$6.26K ﹤0.01%
102
2463
$6.26K ﹤0.01%
260
2464
$6.25K ﹤0.01%
219
2465
$6.25K ﹤0.01%
70
-1,170
2466
$6.2K ﹤0.01%
394
-3,905
2467
$6.16K ﹤0.01%
140
2468
$6.16K ﹤0.01%
80
2469
$6.12K ﹤0.01%
46
+3
2470
$6.11K ﹤0.01%
114
2471
$6.1K ﹤0.01%
329
-250
2472
$6.1K ﹤0.01%
83
2473
$6.1K ﹤0.01%
+750
2474
$6.09K ﹤0.01%
65
2475
$6.08K ﹤0.01%
165
+107
97 98
99
100 101