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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
801
$6K ﹤0.01%
+80
802
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+87
803
$6K ﹤0.01%
+281
804
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805
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806
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807
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808
$6K ﹤0.01%
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809
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810
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+105
811
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+149
812
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815
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816
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817
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818
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819
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820
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+777
821
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822
$6K ﹤0.01%
+55
823
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+379
824
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+140
825
$6K ﹤0.01%
+140