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
426
$31K 0.02%
+805
427
$31K 0.02%
+536
428
$31K 0.02%
+89
429
$31K 0.02%
+254
430
$31K 0.02%
+1,676
431
$30K 0.02%
+210
432
$30K 0.02%
+420
433
$30K 0.02%
+204
434
$30K 0.02%
+616
435
$30K 0.02%
+440
436
$30K 0.02%
+872
437
$30K 0.02%
+1,350
438
$30K 0.02%
+241
439
$30K 0.02%
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440
$30K 0.02%
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441
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$29K 0.02%
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$28K 0.02%
+445
444
$28K 0.02%
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445
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$28K 0.02%
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447
$27K 0.02%
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448
$27K 0.02%
+2,762
449
$27K 0.02%
+408
450
$27K 0.02%
+738