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
851
$5K ﹤0.01%
+95
852
$5K ﹤0.01%
+45
853
$5K ﹤0.01%
+149
854
$5K ﹤0.01%
+6
855
$5K ﹤0.01%
+234
856
$5K ﹤0.01%
+384
857
$5K ﹤0.01%
+1,000
858
$5K ﹤0.01%
+148
859
$5K ﹤0.01%
+141
860
$5K ﹤0.01%
+129
861
$5K ﹤0.01%
+117
862
$5K ﹤0.01%
+100
863
$5K ﹤0.01%
+41
864
$5K ﹤0.01%
+145
865
$5K ﹤0.01%
+125
866
$5K ﹤0.01%
+143
867
$5K ﹤0.01%
+250
868
$5K ﹤0.01%
+250
869
$4K ﹤0.01%
+41
870
$4K ﹤0.01%
+58
871
$4K ﹤0.01%
+500
872
$4K ﹤0.01%
+78
873
$4K ﹤0.01%
+5
874
$4K ﹤0.01%
+93
875
$4K ﹤0.01%
+42
33 34
35
36 37