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
2701
$4.01K ﹤0.01%
51
2702
$3.99K ﹤0.01%
250
2703
$3.98K ﹤0.01%
540
-211
2704
$3.98K ﹤0.01%
97
-10
2705
$3.97K ﹤0.01%
+88
2706
$3.96K ﹤0.01%
160
2707
$3.96K ﹤0.01%
119
+5
2708
$3.94K ﹤0.01%
77
+60
2709
$3.94K ﹤0.01%
301
2710
$3.94K ﹤0.01%
103
+1
2711
$3.92K ﹤0.01%
200
-14
2712
$3.92K ﹤0.01%
97
2713
$3.92K ﹤0.01%
113
2714
$3.91K ﹤0.01%
141
+34
2715
$3.89K ﹤0.01%
60
+1
2716
$3.89K ﹤0.01%
236
+7
2717
$3.88K ﹤0.01%
141
2718
$3.88K ﹤0.01%
47
2719
$3.88K ﹤0.01%
78
2720
$3.87K ﹤0.01%
44
2721
$3.86K ﹤0.01%
64
+46
2722
$3.85K ﹤0.01%
265
+71
2723
$3.84K ﹤0.01%
79
+46
2724
$3.84K ﹤0.01%
1,432
+832
2725
$3.84K ﹤0.01%
87
-49
107 108
109
110 111