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
951
$2K ﹤0.01%
+75
952
$2K ﹤0.01%
+11
953
$2K ﹤0.01%
+40
954
$2K ﹤0.01%
+78
955
$2K ﹤0.01%
+95
956
$2K ﹤0.01%
+70
957
$2K ﹤0.01%
+46
958
$2K ﹤0.01%
+28
959
$2K ﹤0.01%
+85
960
$2K ﹤0.01%
+130
961
$2K ﹤0.01%
+100
962
$2K ﹤0.01%
+31
963
$2K ﹤0.01%
+20
964
$2K ﹤0.01%
+25
965
$2K ﹤0.01%
+67
966
$2K ﹤0.01%
+242
967
$2K ﹤0.01%
+50
968
$2K ﹤0.01%
+85
969
$2K ﹤0.01%
+205
970
$2K ﹤0.01%
+134
971
$2K ﹤0.01%
+100
972
$2K ﹤0.01%
+200
973
$2K ﹤0.01%
+31
974
$2K ﹤0.01%
+116
975
$2K ﹤0.01%
+82
37 38
39
40 41