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
501
$22K 0.01%
+533
502
$21K 0.01%
+464
503
$21K 0.01%
+1,392
504
$21K 0.01%
+390
505
$21K 0.01%
+275
506
$21K 0.01%
+690
507
$21K 0.01%
+478
508
$20K 0.01%
+71
509
$20K 0.01%
+600
510
$20K 0.01%
+265
511
$20K 0.01%
+276
512
$20K 0.01%
+320
513
$20K 0.01%
+189
514
$20K 0.01%
+282
515
$19K 0.01%
+429
516
$19K 0.01%
+589
517
$19K 0.01%
+977
518
$19K 0.01%
+150
519
$19K 0.01%
+3,575
520
$19K 0.01%
+1,470
521
$19K 0.01%
+358
522
$19K 0.01%
+248
523
$19K 0.01%
+377
524
$19K 0.01%
+451
525
$19K 0.01%
+602