GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$16.4M
2
+$8.49M
3
+$5.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.94M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.54M

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
526
$19K 0.01%
+451
527
$19K 0.01%
+602
528
$19K 0.01%
+270
529
$19K 0.01%
+336
530
$19K 0.01%
+429
531
$19K 0.01%
+265
532
$19K 0.01%
+290
533
$18K 0.01%
+531
534
$18K 0.01%
+281
535
$18K 0.01%
+63
536
$18K 0.01%
+702
537
$18K 0.01%
+552
538
$18K 0.01%
+2,200
539
$18K 0.01%
+350
540
$18K 0.01%
+1,500
541
$18K 0.01%
+786
542
$18K 0.01%
+1,092
543
$18K 0.01%
+1,445
544
$18K 0.01%
+3
545
$17K 0.01%
+823
546
$17K 0.01%
+189
547
$17K 0.01%
+231
548
$17K 0.01%
+2,475
549
$17K 0.01%
+1,185
550
$17K 0.01%
+135
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