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
2726
$3.83K ﹤0.01%
79
+19
2727
$3.79K ﹤0.01%
54
2728
$3.79K ﹤0.01%
+515
2729
$3.78K ﹤0.01%
+157
2730
$3.76K ﹤0.01%
94
+88
2731
$3.75K ﹤0.01%
+202
2732
$3.75K ﹤0.01%
3,000
2733
$3.74K ﹤0.01%
683
+256
2734
$3.74K ﹤0.01%
196
+17
2735
$3.74K ﹤0.01%
829
2736
$3.74K ﹤0.01%
800
+400
2737
$3.73K ﹤0.01%
500
2738
$3.73K ﹤0.01%
73
2739
$3.72K ﹤0.01%
200
2740
$3.71K ﹤0.01%
30
+21
2741
$3.71K ﹤0.01%
+82
2742
$3.7K ﹤0.01%
77
+1
2743
$3.7K ﹤0.01%
1,157
+832
2744
$3.7K ﹤0.01%
20
+4
2745
$3.7K ﹤0.01%
127
2746
$3.67K ﹤0.01%
19
2747
$3.66K ﹤0.01%
+40
2748
$3.66K ﹤0.01%
+489
2749
$3.65K ﹤0.01%
30
2750
$3.63K ﹤0.01%
35
108 109
110
111 112