ZRP
Zynergy Retirement Planning Portfolio holdings
AUM
$162M
1-Year Est. Return
11.42%
This Fund
S&P 500
1 Year Est. Return
+11.42%
AUM
$159M
AUM Growth
+$9.48M
(+6.4%)
Holding
28
Top Buys
| 1 | +$661K | |
| 2 | +$601K | |
| 3 | +$361K | |
| 4 |
New Jersey Resources
NJR
|
+$206K |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$190K |
Top Sells
| 1 | +$195K | |
| 2 | +$41.6K | |
| 3 | +$41.4K | |
| 4 |
Home Depot
HD
|
+$20.8K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$19.8K |
Sector Composition
| 1 | Technology | 1.02% |
| 2 | Consumer Discretionary | 0.75% |
| 3 | Financials | 0.26% |
| 4 | Utilities | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Vanguard High Dividend Yield ETF
VYM
$71.7B
| $250K | 0.16% |
1,772
-144
|
|
||
|
27
New Jersey Resources
NJR
$5.37B
| $213K | 0.13% |
+4,414
|
|
||
|
28
iShares US Aerospace & Defense ETF
ITA
$15.9B
| $202K | 0.13% |
+964
|
|