GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$16.4M
2
+$8.49M
3
+$5.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.94M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.54M

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%
+116
981
$2K ﹤0.01%
+82
982
$2K ﹤0.01%
+19
983
$2K ﹤0.01%
+67
984
$2K ﹤0.01%
+242
985
$2K ﹤0.01%
+50
986
$2K ﹤0.01%
+85
987
$2K ﹤0.01%
+205
988
$2K ﹤0.01%
+134
989
$2K ﹤0.01%
+100
990
$2K ﹤0.01%
+200
991
$2K ﹤0.01%
+90
992
$2K ﹤0.01%
+32
993
$1K ﹤0.01%
+45
994
$1K ﹤0.01%
+58
995
$1K ﹤0.01%
+36
996
$1K ﹤0.01%
+220
997
$1K ﹤0.01%
+40
998
$1K ﹤0.01%
+100
999
$1K ﹤0.01%
+37
1000
$1K ﹤0.01%
+7
38 39
40
41 42