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
2751
$3.63K ﹤0.01%
+156
2752
$3.61K ﹤0.01%
60
2753
$3.61K ﹤0.01%
42
2754
$3.6K ﹤0.01%
+70
2755
$3.6K ﹤0.01%
24
+3
2756
$3.6K ﹤0.01%
730
+599
2757
$3.6K ﹤0.01%
+1,113
2758
$3.58K ﹤0.01%
+219
2759
$3.57K ﹤0.01%
22
+3
2760
$3.56K ﹤0.01%
71
2761
$3.55K ﹤0.01%
66
2762
$3.53K ﹤0.01%
80
2763
$3.52K ﹤0.01%
+79
2764
$3.52K ﹤0.01%
50
2765
$3.52K ﹤0.01%
84
2766
$3.51K ﹤0.01%
130
+73
2767
$3.49K ﹤0.01%
554
+200
2768
$3.49K ﹤0.01%
38
+11
2769
$3.49K ﹤0.01%
47
+17
2770
$3.48K ﹤0.01%
100
-400
2771
$3.46K ﹤0.01%
488
+13
2772
$3.45K ﹤0.01%
141
+11
2773
$3.43K ﹤0.01%
93
2774
$3.43K ﹤0.01%
304
+74
2775
$3.43K ﹤0.01%
+150
109 110
111
112 113