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
76
$15.3K 0.01%
+494
77
$15K 0.01%
+50
78
$13.6K 0.01%
+174
79
$13.5K 0.01%
+140
80
$12.9K 0.01%
+243
81
$12.3K 0.01%
+1,950
82
$11.8K 0.01%
+160
83
$11.1K 0.01%
+50
84
$10.7K 0.01%
+803
85
$10.4K 0.01%
+75
86
$10.2K 0.01%
+175
87
$10.1K 0.01%
+100
88
$9.7K 0.01%
+100
89
$9.01K 0.01%
+164
90
$8.19K 0.01%
+56
91
$7.79K 0.01%
+155
92
$7.77K 0.01%
+415
93
$6.8K 0.01%
+356
94
$5.65K ﹤0.01%
+97
95
$5.07K ﹤0.01%
+50
96
$5.04K ﹤0.01%
+106
97
$5.02K ﹤0.01%
+150
98
$5K ﹤0.01%
+10
99
$4.6K ﹤0.01%
+45
100
$4.51K ﹤0.01%
+22
1 2 3
4
5