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
926
$3K ﹤0.01%
+53
927
$3K ﹤0.01%
+26
928
$3K ﹤0.01%
+60
929
$3K ﹤0.01%
+116
930
$3K ﹤0.01%
+40
931
$3K ﹤0.01%
+187
932
$3K ﹤0.01%
+163
933
$3K ﹤0.01%
+53
934
$3K ﹤0.01%
+22
935
$3K ﹤0.01%
+195
936
$3K ﹤0.01%
+69
937
$3K ﹤0.01%
+71
938
$3K ﹤0.01%
+62
939
$3K ﹤0.01%
+54
940
$2K ﹤0.01%
+31
941
$2K ﹤0.01%
+116
942
$2K ﹤0.01%
+82
943
$2K ﹤0.01%
+35
944
$2K ﹤0.01%
+32
945
$2K ﹤0.01%
+88
946
$2K ﹤0.01%
+33
947
$2K ﹤0.01%
+100
948
$2K ﹤0.01%
+20
949
$2K ﹤0.01%
+45
950
$2K ﹤0.01%
+42
36 37
38
39 40