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
976
$2K ﹤0.01%
+85
977
$2K ﹤0.01%
+130
978
$2K ﹤0.01%
+100
979
$2K ﹤0.01%
+31
980
$2K ﹤0.01%
+27
981
$2K ﹤0.01%
+20
982
$2K ﹤0.01%
+25
983
$2K ﹤0.01%
+19
984
$2K ﹤0.01%
+67
985
$2K ﹤0.01%
+242
986
$2K ﹤0.01%
+50
987
$2K ﹤0.01%
+85
988
$2K ﹤0.01%
+205
989
$2K ﹤0.01%
+134
990
$2K ﹤0.01%
+100
991
$2K ﹤0.01%
+200
992
$2K ﹤0.01%
+90
993
$1K ﹤0.01%
+16
994
$1K ﹤0.01%
+58
995
$1K ﹤0.01%
+45
996
$1K ﹤0.01%
+58
997
$1K ﹤0.01%
+150
998
$1K ﹤0.01%
+7
999
$1K ﹤0.01%
+43
1000
$1K ﹤0.01%
+20
38 39
40
41 42