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
201
$134K 0.09%
+4,694
202
$133K 0.09%
+4,043
203
$132K 0.09%
+4,060
204
$131K 0.09%
+1,609
205
$129K 0.09%
+5,748
206
$129K 0.09%
+3,614
207
$128K 0.09%
+1,399
208
$127K 0.09%
+2,680
209
$126K 0.08%
+3,368
210
$126K 0.08%
+4,806
211
$125K 0.08%
+3,018
212
$124K 0.08%
+766
213
$124K 0.08%
+8,711
214
$121K 0.08%
+1,538
215
$121K 0.08%
+4,071
216
$119K 0.08%
+1,665
217
$118K 0.08%
+1,027
218
$118K 0.08%
+6,117
219
$117K 0.08%
+1,045
220
$117K 0.08%
+1,865
221
$116K 0.08%
+1,402
222
$115K 0.08%
+4,420
223
$112K 0.08%
+2,304
224
$110K 0.07%
+1,027
225
$109K 0.07%
+1,048