ZRP
Zynergy Retirement Planning Portfolio holdings
AUM
$141M
This Quarter Return
+0.27%
1 Year Return
+3.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.44%
Holding
125
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$28M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$24.8M |
| 3 |
Schwab International Equity ETF
SCHF
|
$16.8M |
| 4 |
Schwab US REIT ETF
SCHH
|
$13.5M |
| 5 |
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% |
