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
2826
$2.92K ﹤0.01%
57
-10
2827
$2.91K ﹤0.01%
33
+1
2828
$2.89K ﹤0.01%
63
2829
$2.85K ﹤0.01%
647
-331
2830
$2.83K ﹤0.01%
+146
2831
$2.83K ﹤0.01%
50
2832
$2.83K ﹤0.01%
273
+8
2833
$2.83K ﹤0.01%
1,702
-474
2834
$2.82K ﹤0.01%
135
2835
$2.82K ﹤0.01%
+89
2836
$2.82K ﹤0.01%
32
-6
2837
$2.82K ﹤0.01%
431
+226
2838
$2.81K ﹤0.01%
500
2839
$2.81K ﹤0.01%
129
+2
2840
$2.8K ﹤0.01%
38
-36
2841
$2.79K ﹤0.01%
408
2842
$2.79K ﹤0.01%
48
2843
$2.79K ﹤0.01%
42
2844
$2.78K ﹤0.01%
100
2845
$2.77K ﹤0.01%
51
-848
2846
$2.76K ﹤0.01%
+92
2847
$2.75K ﹤0.01%
97
+1
2848
$2.74K ﹤0.01%
300
-200
2849
$2.74K ﹤0.01%
49
+30
2850
$2.71K ﹤0.01%
74
+30
112 113
114
115 116