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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,053
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$8.5M
3
+$5.67M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.71M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.08%
2 Technology 4.04%
3 Healthcare 3.44%
4 Communication Services 2.81%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$81K 0.05%
+3,952
277
$80K 0.05%
+1,060
278
$80K 0.05%
+1,663
279
$80K 0.05%
+1,729
280
$79K 0.05%
+920
281
$79K 0.05%
+3,543
282
$78K 0.05%
+5,067
283
$78K 0.05%
+1,212
284
$78K 0.05%
+1,137
285
$78K 0.05%
+1,896
286
$77K 0.05%
+749
287
$77K 0.05%
+2,315
288
$75K 0.05%
+654
289
$75K 0.05%
+6,030
290
$75K 0.05%
+1,175
291
$75K 0.05%
+4,700
292
$75K 0.05%
+1,235
293
$74K 0.05%
+295
294
$73K 0.05%
+5,287
295
$73K 0.05%
+1,169
296
$73K 0.05%
+4,569
297
$73K 0.05%
+1,680
298
$72K 0.05%
+1,100
299
$72K 0.05%
+1,012
300
$71K 0.05%
+1,625
10 11
12
13 14