ZRP

Zynergy Retirement Planning Portfolio holdings

AUM $162M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.31M
3
+$843K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$813K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$482K

Top Sells

1
+$525K
2
+$341K
3
+$223K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$209K
5
NJR icon
New Jersey Resources
NJR
+$200K

Sector Composition

1 Technology 0.88%
2 Consumer Discretionary 0.41%
3 Financials 0.26%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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