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
551
$17K 0.01%
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+1,115
562
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568
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569
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572
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573
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574
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575
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+417