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
2926
$2.24K ﹤0.01%
404
+54
2927
$2.23K ﹤0.01%
35
2928
$2.23K ﹤0.01%
+55
2929
$2.22K ﹤0.01%
51
2930
$2.21K ﹤0.01%
+40
2931
$2.21K ﹤0.01%
206
2932
$2.2K ﹤0.01%
3
2933
$2.19K ﹤0.01%
36
2934
$2.19K ﹤0.01%
50
2935
$2.18K ﹤0.01%
98
-3
2936
$2.18K ﹤0.01%
50
2937
$2.17K ﹤0.01%
45
2938
$2.16K ﹤0.01%
117
2939
$2.16K ﹤0.01%
1,400
2940
$2.15K ﹤0.01%
50
+4
2941
$2.14K ﹤0.01%
85
2942
$2.13K ﹤0.01%
51
2943
$2.12K ﹤0.01%
75
+58
2944
$2.11K ﹤0.01%
40
+6
2945
$2.1K ﹤0.01%
65
2946
$2.09K ﹤0.01%
200
+2
2947
$2.07K ﹤0.01%
257
2948
$2.06K ﹤0.01%
1,675
2949
$2.05K ﹤0.01%
100
2950
$2.05K ﹤0.01%
127
+100
116 117
118
119 120