ZRP

Zynergy Retirement Planning Portfolio holdings

AUM $159M
1-Year Est. Return 6.93%
This Quarter Est. Return
1 Year Est. Return
+6.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$24.8M
3
+$16.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$13.5M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.02%
2 Consumer Discretionary 0.54%
3 Financials 0.36%
4 Communication Services 0.26%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.8K 0.02%
+225
52
$29.9K 0.02%
+150
53
$29.9K 0.02%
+205
54
$29.8K 0.02%
+557
55
$29K 0.02%
+100
56
$28.3K 0.02%
+110
57
$28.1K 0.02%
+90
58
$27.6K 0.02%
+275
59
$26.8K 0.02%
+132
60
$24.7K 0.02%
+150
61
$23K 0.02%
+339
62
$22.7K 0.02%
+571
63
$22.6K 0.02%
+492
64
$22.6K 0.02%
+967
65
$20.3K 0.02%
+300
66
$20.2K 0.02%
+30
67
$19.7K 0.02%
+748
68
$19.5K 0.01%
+100
69
$19.3K 0.01%
+266
70
$19.1K 0.01%
+163
71
$18.9K 0.01%
+377
72
$17.8K 0.01%
+90
73
$17.3K 0.01%
+275
74
$16K 0.01%
+75
75
$15.4K 0.01%
+263
1 2
3
4 5