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
1001
$1K ﹤0.01%
+16
1002
$1K ﹤0.01%
+45
1003
$1K ﹤0.01%
+100
1004
$1K ﹤0.01%
+40
1005
$1K ﹤0.01%
+40
1006
$1K ﹤0.01%
+22
1007
$1K ﹤0.01%
+46
1008
$1K ﹤0.01%
+36
1009
$1K ﹤0.01%
+220
1010
$1K ﹤0.01%
+40
1011
$1K ﹤0.01%
+100
1012
$1K ﹤0.01%
+37
1013
$1K ﹤0.01%
+20
1014
$1K ﹤0.01%
+29
1015
$1K ﹤0.01%
+32
1016
$1K ﹤0.01%
+33
1017
$1K ﹤0.01%
+30
1018
$1K ﹤0.01%
+200
1019
$1K ﹤0.01%
+278
1020
$1K ﹤0.01%
+21
1021
$1K ﹤0.01%
+58
1022
$1K ﹤0.01%
+33
1023
$1K ﹤0.01%
+24
1024
$1K ﹤0.01%
+47
1025
$1K ﹤0.01%
+100
39 40
41
42 43