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%
+47
952
$2K ﹤0.01%
+101
953
$2K ﹤0.01%
+68
954
$2K ﹤0.01%
+44
955
$2K ﹤0.01%
+50
956
$2K ﹤0.01%
+39
957
$2K ﹤0.01%
+59
958
$2K ﹤0.01%
+11
959
$2K ﹤0.01%
+30
960
$2K ﹤0.01%
+253
961
$2K ﹤0.01%
+347
962
$2K ﹤0.01%
+27
963
$2K ﹤0.01%
+70
964
$2K ﹤0.01%
+522
965
$2K ﹤0.01%
+39
966
$2K ﹤0.01%
+37
967
$2K ﹤0.01%
+75
968
$2K ﹤0.01%
+11
969
$2K ﹤0.01%
+40
970
$2K ﹤0.01%
+78
971
$2K ﹤0.01%
+95
972
$2K ﹤0.01%
+40
973
$2K ﹤0.01%
+70
974
$2K ﹤0.01%
+46
975
$2K ﹤0.01%
+28
37 38
39
40 41