ZRP
Zynergy Retirement Planning Portfolio holdings
AUM
$165M
1-Year Est. Return
11.27%
This Fund
S&P 500
1 Year Est. Return
+11.27%
AUM
$165M
AUM Growth
+$3.38M
(+2.1%)
Holding
26
Top Buys
| 1 | +$1.75M | |
| 2 | +$1.64M | |
| 3 | +$1.2M | |
| 4 |
NVIDIA
NVDA
|
+$1.06M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$740K |
Top Sells
| 1 | +$1.11M | |
| 2 | +$321K | |
| 3 | +$280K | |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$172K |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$136K |
Sector Composition
| 1 | Technology | 1.53% |
| 2 | Consumer Discretionary | 0.3% |
| 3 | Utilities | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares US Aerospace & Defense ETF
ITA
$13.4B
| $206K | 0.12% |
940
|
|