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
401
$35K 0.02%
+297
402
$35K 0.02%
+752
403
$35K 0.02%
+365
404
$34K 0.02%
+896
405
$34K 0.02%
+2,147
406
$34K 0.02%
+624
407
$34K 0.02%
+184
408
$34K 0.02%
+2,352
409
$34K 0.02%
+682
410
$33K 0.02%
+1,715
411
$33K 0.02%
+1,305
412
$33K 0.02%
+166
413
$33K 0.02%
+1,301
414
$33K 0.02%
+393
415
$33K 0.02%
+156
416
$33K 0.02%
+2,470
417
$32K 0.02%
+896
418
$32K 0.02%
+1,435
419
$32K 0.02%
+1,030
420
$32K 0.02%
+270
421
$32K 0.02%
+265
422
$31K 0.02%
+1,676
423
$31K 0.02%
+900
424
$31K 0.02%
+615
425
$31K 0.02%
+363