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
2876
$2.59K ﹤0.01%
31
2877
$2.58K ﹤0.01%
66
2878
$2.58K ﹤0.01%
189
+133
2879
$2.57K ﹤0.01%
36
2880
$2.57K ﹤0.01%
+1,000
2881
$2.56K ﹤0.01%
220
2882
$2.54K ﹤0.01%
300
2883
$2.54K ﹤0.01%
156
-380
2884
$2.53K ﹤0.01%
240
2885
$2.52K ﹤0.01%
42
+16
2886
$2.52K ﹤0.01%
69
-159
2887
$2.51K ﹤0.01%
+106
2888
$2.49K ﹤0.01%
100
2889
$2.48K ﹤0.01%
68
2890
$2.48K ﹤0.01%
12
-11
2891
$2.47K ﹤0.01%
131
2892
$2.45K ﹤0.01%
125
2893
$2.44K ﹤0.01%
50
2894
$2.44K ﹤0.01%
36
+10
2895
$2.44K ﹤0.01%
203
2896
$2.44K ﹤0.01%
62
2897
$2.43K ﹤0.01%
87
2898
$2.43K ﹤0.01%
42
2899
$2.42K ﹤0.01%
+106
2900
$2.41K ﹤0.01%
52
+6
114 115
116
117 118