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
726
$9K 0.01%
+151
727
$9K 0.01%
+98
728
$9K 0.01%
+85
729
$9K 0.01%
+197
730
$9K 0.01%
+62
731
$9K 0.01%
+438
732
$8K 0.01%
+696
733
$8K 0.01%
+92
734
$8K 0.01%
+213
735
$8K 0.01%
+97
736
$8K 0.01%
+139
737
$8K 0.01%
+240
738
$8K 0.01%
+128
739
$8K 0.01%
+314
740
$8K 0.01%
+414
741
$8K 0.01%
+259
742
$8K 0.01%
+128
743
$8K 0.01%
+507
744
$8K 0.01%
+363
745
$8K 0.01%
+424
746
$8K 0.01%
+253
747
$8K 0.01%
+455
748
$8K 0.01%
+400
749
$8K 0.01%
+157
750
$8K 0.01%
+282