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%
+145
852
$5K ﹤0.01%
+60
853
$5K ﹤0.01%
+125
854
$5K ﹤0.01%
+143
855
$5K ﹤0.01%
+250
856
$5K ﹤0.01%
+62
857
$5K ﹤0.01%
+37
858
$5K ﹤0.01%
+1,000
859
$5K ﹤0.01%
+250
860
$5K ﹤0.01%
+117
861
$5K ﹤0.01%
+284
862
$5K ﹤0.01%
+53
863
$5K ﹤0.01%
+93
864
$5K ﹤0.01%
+50
865
$5K ﹤0.01%
+102
866
$5K ﹤0.01%
+265
867
$5K ﹤0.01%
+8
868
$5K ﹤0.01%
+38
869
$4K ﹤0.01%
+78
870
$4K ﹤0.01%
+5
871
$4K ﹤0.01%
+93
872
$4K ﹤0.01%
+42
873
$4K ﹤0.01%
+192
874
$4K ﹤0.01%
+83
875
$4K ﹤0.01%
+287
33 34
35
36 37