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
826
$6K ﹤0.01%
+55
827
$6K ﹤0.01%
+379
828
$5K ﹤0.01%
+117
829
$5K ﹤0.01%
+284
830
$5K ﹤0.01%
+53
831
$5K ﹤0.01%
+93
832
$5K ﹤0.01%
+50
833
$5K ﹤0.01%
+102
834
$5K ﹤0.01%
+265
835
$5K ﹤0.01%
+60
836
$5K ﹤0.01%
+8
837
$5K ﹤0.01%
+38
838
$5K ﹤0.01%
+62
839
$5K ﹤0.01%
+37
840
$5K ﹤0.01%
+80
841
$5K ﹤0.01%
+300
842
$5K ﹤0.01%
+519
843
$5K ﹤0.01%
+178
844
$5K ﹤0.01%
+969
845
$5K ﹤0.01%
+36
846
$5K ﹤0.01%
+242
847
$5K ﹤0.01%
+36
848
$5K ﹤0.01%
+100
849
$5K ﹤0.01%
+76
850
$5K ﹤0.01%
+50
32 33
34
35 36