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
776
$7K ﹤0.01%
+600
777
$7K ﹤0.01%
+95
778
$7K ﹤0.01%
+529
779
$7K ﹤0.01%
+272
780
$7K ﹤0.01%
+117
781
$7K ﹤0.01%
+142
782
$7K ﹤0.01%
+410
783
$7K ﹤0.01%
+52
784
$7K ﹤0.01%
+305
785
$7K ﹤0.01%
+77
786
$7K ﹤0.01%
+180
787
$7K ﹤0.01%
+66
788
$7K ﹤0.01%
+768
789
$7K ﹤0.01%
+42
790
$7K ﹤0.01%
+439
791
$7K ﹤0.01%
+82
792
$7K ﹤0.01%
+190
793
$7K ﹤0.01%
+60
794
$7K ﹤0.01%
+85
795
$7K ﹤0.01%
+274
796
$7K ﹤0.01%
+400
797
$6K ﹤0.01%
+281
798
$6K ﹤0.01%
+140
799
$6K ﹤0.01%
+129
800
$6K ﹤0.01%
+100
30 31
32
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