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
2851
$2.71K ﹤0.01%
21
2852
$2.71K ﹤0.01%
+442
2853
$2.69K ﹤0.01%
37
+33
2854
$2.69K ﹤0.01%
75
2855
$2.68K ﹤0.01%
57
2856
$2.68K ﹤0.01%
100
2857
$2.67K ﹤0.01%
39
2858
$2.67K ﹤0.01%
22
+8
2859
$2.66K ﹤0.01%
160
+88
2860
$2.65K ﹤0.01%
509
+262
2861
$2.64K ﹤0.01%
10
2862
$2.63K ﹤0.01%
+32
2863
$2.63K ﹤0.01%
181
+3
2864
$2.63K ﹤0.01%
1,582
-3,500
2865
$2.62K ﹤0.01%
120
2866
$2.62K ﹤0.01%
67
-48
2867
$2.61K ﹤0.01%
96
+1
2868
$2.6K ﹤0.01%
22
2869
$2.6K ﹤0.01%
975
2870
$2.6K ﹤0.01%
90
2871
$2.6K ﹤0.01%
29
-17
2872
$2.6K ﹤0.01%
30
+1
2873
$2.6K ﹤0.01%
91
-150
2874
$2.59K ﹤0.01%
76
2875
$2.59K ﹤0.01%
70
-20
113 114
115
116 117