GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.19B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,678
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$17.8M
3
+$17.6M
4
AAPL icon
Apple
AAPL
+$16.8M
5
MSFT icon
Microsoft
MSFT
+$9.44M

Top Sells

1
+$10.8M
2
+$2M
3
+$2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.97M
5
ZTS icon
Zoetis
ZTS
+$1.97M

Sector Composition

1 Technology 10.93%
2 Financials 8.14%
3 Healthcare 3.82%
4 Consumer Discretionary 3.13%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$6.62K ﹤0.01%
55
2477
$6.61K ﹤0.01%
58
-5
2478
$6.59K ﹤0.01%
5,994
-31
2479
$6.59K ﹤0.01%
63
2480
$6.58K ﹤0.01%
+146
2481
$6.58K ﹤0.01%
177
+167
2482
$6.55K ﹤0.01%
485
2483
$6.54K ﹤0.01%
448
2484
$6.53K ﹤0.01%
231
+8
2485
$6.51K ﹤0.01%
+168
2486
$6.5K ﹤0.01%
70
+2
2487
$6.5K ﹤0.01%
240
2488
$6.49K ﹤0.01%
299
2489
$6.47K ﹤0.01%
202
2490
$6.47K ﹤0.01%
315
2491
$6.43K ﹤0.01%
220
-235
2492
$6.42K ﹤0.01%
643
+636
2493
$6.42K ﹤0.01%
1,910
+1,460
2494
$6.4K ﹤0.01%
86
+22
2495
$6.39K ﹤0.01%
5,030
2496
$6.38K ﹤0.01%
35
2497
$6.37K ﹤0.01%
102
-6
2498
$6.36K ﹤0.01%
2,730
2499
$6.36K ﹤0.01%
228
2500
$6.35K ﹤0.01%
300
98 99
100
101 102