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
2676
$4.33K ﹤0.01%
171
2677
$4.32K ﹤0.01%
+137
2678
$4.27K ﹤0.01%
239
+4
2679
$4.26K ﹤0.01%
350
2680
$4.25K ﹤0.01%
1,100
2681
$4.24K ﹤0.01%
194
+3
2682
$4.22K ﹤0.01%
32
-1
2683
$4.2K ﹤0.01%
306
2684
$4.19K ﹤0.01%
3
2685
$4.19K ﹤0.01%
84
-29
2686
$4.19K ﹤0.01%
337
+300
2687
$4.18K ﹤0.01%
512
2688
$4.18K ﹤0.01%
126
-37
2689
$4.16K ﹤0.01%
105
2690
$4.11K ﹤0.01%
224
-79
2691
$4.08K ﹤0.01%
100
2692
$4.08K ﹤0.01%
100
+30
2693
$4.08K ﹤0.01%
550
2694
$4.07K ﹤0.01%
+116
2695
$4.07K ﹤0.01%
46
+4
2696
$4.06K ﹤0.01%
137
2697
$4.05K ﹤0.01%
330
2698
$4.03K ﹤0.01%
71
2699
$4.02K ﹤0.01%
320
2700
$4.02K ﹤0.01%
343
106 107
108
109 110