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
901
$3K ﹤0.01%
+577
902
$3K ﹤0.01%
+158
903
$3K ﹤0.01%
+85
904
$3K ﹤0.01%
+107
905
$3K ﹤0.01%
+92
906
$3K ﹤0.01%
+93
907
$3K ﹤0.01%
+90
908
$3K ﹤0.01%
+33
909
$3K ﹤0.01%
+39
910
$3K ﹤0.01%
+193
911
$3K ﹤0.01%
+14
912
$3K ﹤0.01%
+54
913
$3K ﹤0.01%
+58
914
$3K ﹤0.01%
+41
915
$3K ﹤0.01%
+66
916
$3K ﹤0.01%
+975
917
$3K ﹤0.01%
+25
918
$3K ﹤0.01%
+85
919
$3K ﹤0.01%
+64
920
$3K ﹤0.01%
+71
921
$3K ﹤0.01%
+90
922
$3K ﹤0.01%
+26
923
$3K ﹤0.01%
+1,000
924
$3K ﹤0.01%
+20
925
$3K ﹤0.01%
+50
35 36
37
38 39