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
351
$49K 0.03%
+1,970
352
$49K 0.03%
+1,160
353
$49K 0.03%
+3,000
354
$48K 0.03%
+458
355
$48K 0.03%
+2,280
356
$48K 0.03%
+456
357
$47K 0.03%
+845
358
$47K 0.03%
+1,698
359
$47K 0.03%
+495
360
$47K 0.03%
+564
361
$47K 0.03%
+990
362
$47K 0.03%
+589
363
$46K 0.03%
+1,209
364
$45K 0.03%
+896
365
$45K 0.03%
+1,597
366
$45K 0.03%
+3,005
367
$45K 0.03%
+1,560
368
$45K 0.03%
+280
369
$44K 0.03%
+262
370
$44K 0.03%
+3,782
371
$44K 0.03%
+930
372
$43K 0.03%
+590
373
$43K 0.03%
+275
374
$43K 0.03%
+4,181
375
$43K 0.03%
+2,306
13 14
15
16 17