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
101
$3.8K ﹤0.01%
+97
102
$3.13K ﹤0.01%
+7
103
$2.84K ﹤0.01%
+14
104
$2.77K ﹤0.01%
+33
105
$2.36K ﹤0.01%
+200
106
$2.28K ﹤0.01%
+50
107
$1.66K ﹤0.01%
+73
108
$1.65K ﹤0.01%
+59
109
$1.64K ﹤0.01%
+50
110
$1.64K ﹤0.01%
+21
111
$1.57K ﹤0.01%
+53
112
$1.46K ﹤0.01%
+30
113
$1.12K ﹤0.01%
+50
114
$1.06K ﹤0.01%
+83
115
$875 ﹤0.01%
+20
116
$708 ﹤0.01%
+9
117
$593 ﹤0.01%
+36
118
$582 ﹤0.01%
+11
119
$371 ﹤0.01%
+3
120
$346 ﹤0.01%
+39
121
$234 ﹤0.01%
+1
122
$186 ﹤0.01%
+25
123
$94 ﹤0.01%
+7
124
$44 ﹤0.01%
+11
125
$13 ﹤0.01%
+1
1 2 3 4
5