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
476
$24K 0.02%
+1,305
477
$24K 0.02%
+440
478
$24K 0.02%
+450
479
$24K 0.02%
+848
480
$24K 0.02%
+600
481
$24K 0.02%
+446
482
$24K 0.02%
+371
483
$24K 0.02%
+750
484
$24K 0.02%
+550
485
$24K 0.02%
+470
486
$24K 0.02%
+755
487
$23K 0.02%
+613
488
$23K 0.02%
+342
489
$23K 0.02%
+582
490
$23K 0.02%
+645
491
$23K 0.02%
+150
492
$22K 0.01%
+586
493
$22K 0.01%
+539
494
$22K 0.01%
+436
495
$22K 0.01%
+415
496
$22K 0.01%
+298
497
$22K 0.01%
+883
498
$22K 0.01%
+174
499
$22K 0.01%
+8,240
500
$22K 0.01%
+185