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
876
$4K ﹤0.01%
+192
877
$4K ﹤0.01%
+83
878
$4K ﹤0.01%
+287
879
$4K ﹤0.01%
+280
880
$4K ﹤0.01%
+63
881
$4K ﹤0.01%
+56
882
$4K ﹤0.01%
+16
883
$4K ﹤0.01%
+462
884
$4K ﹤0.01%
+101
885
$4K ﹤0.01%
+218
886
$4K ﹤0.01%
+300
887
$4K ﹤0.01%
+100
888
$4K ﹤0.01%
+92
889
$4K ﹤0.01%
+293
890
$4K ﹤0.01%
+100
891
$4K ﹤0.01%
+85
892
$4K ﹤0.01%
+76
893
$4K ﹤0.01%
+80
894
$4K ﹤0.01%
+70
895
$4K ﹤0.01%
+160
896
$4K ﹤0.01%
+63
897
$3K ﹤0.01%
+130
898
$3K ﹤0.01%
+75
899
$3K ﹤0.01%
+42
900
$3K ﹤0.01%
+33
34 35
36
37 38