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
2626
$4.84K ﹤0.01%
97
-181
2627
$4.82K ﹤0.01%
72
+49
2628
$4.82K ﹤0.01%
28
+20
2629
$4.81K ﹤0.01%
121
-150
2630
$4.79K ﹤0.01%
171
2631
$4.78K ﹤0.01%
77
+64
2632
$4.78K ﹤0.01%
62
2633
$4.78K ﹤0.01%
+485
2634
$4.75K ﹤0.01%
+100
2635
$4.73K ﹤0.01%
179
2636
$4.73K ﹤0.01%
70
+33
2637
$4.72K ﹤0.01%
109
+3
2638
$4.71K ﹤0.01%
126
-821
2639
$4.71K ﹤0.01%
+85
2640
$4.7K ﹤0.01%
44
+20
2641
$4.69K ﹤0.01%
89
2642
$4.67K ﹤0.01%
391
2643
$4.67K ﹤0.01%
98
+4
2644
$4.66K ﹤0.01%
40
+18
2645
$4.64K ﹤0.01%
397
2646
$4.64K ﹤0.01%
400
2647
$4.62K ﹤0.01%
77
2648
$4.6K ﹤0.01%
63
-4
2649
$4.6K ﹤0.01%
259
2650
$4.59K ﹤0.01%
90
104 105
106
107 108