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
751
$8K 0.01%
+507
752
$8K 0.01%
+363
753
$8K 0.01%
+424
754
$8K 0.01%
+253
755
$8K 0.01%
+455
756
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+69
757
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+152
758
$8K 0.01%
+128
759
$7K ﹤0.01%
+1,194
760
$7K ﹤0.01%
+215
761
$7K ﹤0.01%
+259
762
$7K ﹤0.01%
+200
763
$7K ﹤0.01%
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764
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765
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766
$7K ﹤0.01%
+485
767
$7K ﹤0.01%
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768
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769
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770
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+267
771
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+80
772
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+68
773
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+117
774
$7K ﹤0.01%
+142
775
$7K ﹤0.01%
+410