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
801
$6K ﹤0.01%
+396
802
$6K ﹤0.01%
+80
803
$6K ﹤0.01%
+87
804
$6K ﹤0.01%
+281
805
$6K ﹤0.01%
+140
806
$6K ﹤0.01%
+140
807
$6K ﹤0.01%
+86
808
$6K ﹤0.01%
+168
809
$6K ﹤0.01%
+201
810
$6K ﹤0.01%
+250
811
$6K ﹤0.01%
+129
812
$6K ﹤0.01%
+100
813
$6K ﹤0.01%
+330
814
$6K ﹤0.01%
+105
815
$6K ﹤0.01%
+149
816
$6K ﹤0.01%
+130
817
$6K ﹤0.01%
+225
818
$6K ﹤0.01%
+61
819
$6K ﹤0.01%
+59
820
$6K ﹤0.01%
+200
821
$6K ﹤0.01%
+214
822
$6K ﹤0.01%
+98
823
$6K ﹤0.01%
+140
824
$6K ﹤0.01%
+777
825
$6K ﹤0.01%
+304