GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$34.4M
2
+$17.7M
3
+$14.9M
4
NVDA icon
NVIDIA
NVDA
+$14.4M
5
MSFT icon
Microsoft
MSFT
+$8.92M

Top Sells

1
+$10.8M
2
+$2.12M
3
+$2.07M
4
ZTS icon
Zoetis
ZTS
+$1.89M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.87M

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
2576
$5.43K ﹤0.01%
2,448
2577
$5.43K ﹤0.01%
77
+27
2578
$5.43K ﹤0.01%
161
+147
2579
$5.42K ﹤0.01%
1,089
+94
2580
$5.42K ﹤0.01%
238
-131
2581
$5.4K ﹤0.01%
224
-17
2582
$5.4K ﹤0.01%
14
+9
2583
$5.38K ﹤0.01%
77
-20
2584
$5.37K ﹤0.01%
60
+51
2585
$5.37K ﹤0.01%
39
2586
$5.35K ﹤0.01%
136
2587
$5.32K ﹤0.01%
639
+533
2588
$5.31K ﹤0.01%
260
2589
$5.31K ﹤0.01%
+5,103
2590
$5.31K ﹤0.01%
71
2591
$5.3K ﹤0.01%
214
+59
2592
$5.3K ﹤0.01%
54
+51
2593
$5.3K ﹤0.01%
154
+1
2594
$5.28K ﹤0.01%
407
2595
$5.26K ﹤0.01%
111
2596
$5.24K ﹤0.01%
2,340
-112
2597
$5.18K ﹤0.01%
68
+60
2598
$5.17K ﹤0.01%
83
+59
2599
$5.17K ﹤0.01%
140
2600
$5.17K ﹤0.01%
95
+2
102 103
104
105 106