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
751
$8K 0.01%
+363
752
$8K 0.01%
+424
753
$8K 0.01%
+253
754
$8K 0.01%
+455
755
$8K 0.01%
+69
756
$8K 0.01%
+152
757
$8K 0.01%
+165
758
$8K 0.01%
+400
759
$7K ﹤0.01%
+473
760
$7K ﹤0.01%
+200
761
$7K ﹤0.01%
+98
762
$7K ﹤0.01%
+152
763
$7K ﹤0.01%
+243
764
$7K ﹤0.01%
+360
765
$7K ﹤0.01%
+40
766
$7K ﹤0.01%
+485
767
$7K ﹤0.01%
+395
768
$7K ﹤0.01%
+324
769
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+148
770
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+267
771
$7K ﹤0.01%
+80
772
$7K ﹤0.01%
+68
773
$7K ﹤0.01%
+1,194
774
$7K ﹤0.01%
+215
775
$7K ﹤0.01%
+259