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
1026
$1K ﹤0.01%
+10
1027
$1K ﹤0.01%
+22
1028
$1K ﹤0.01%
+39
1029
$1K ﹤0.01%
+54
1030
$1K ﹤0.01%
+27
1031
$1K ﹤0.01%
+40
1032
$0 ﹤0.01%
+5
1033
$0 ﹤0.01%
+17
1034
$0 ﹤0.01%
+16
1035
$0 ﹤0.01%
+30
1036
$0 ﹤0.01%
+7
1037
$0 ﹤0.01%
+22
1038
$0 ﹤0.01%
+35
1039
$0 ﹤0.01%
+130
1040
$0 ﹤0.01%
+1
1041
$0 ﹤0.01%
+8
1042
$0 ﹤0.01%
+7
1043
$0 ﹤0.01%
+33
1044
$0 ﹤0.01%
+2
1045
$0 ﹤0.01%
+2
1046
$0 ﹤0.01%
+7
1047
$0 ﹤0.01%
+1
1048
$0 ﹤0.01%
+36
1049
$0 ﹤0.01%
+18
1050
$0 ﹤0.01%
+100