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
2951
$2.05K ﹤0.01%
52
+25
2952
$2.05K ﹤0.01%
43
2953
$2.04K ﹤0.01%
485
2954
$2.03K ﹤0.01%
98
-21
2955
$2.03K ﹤0.01%
74
2956
$2.03K ﹤0.01%
75
-358
2957
$2.01K ﹤0.01%
108
+73
2958
$2K ﹤0.01%
24
2959
$1.99K ﹤0.01%
143
+67
2960
$1.99K ﹤0.01%
+76
2961
$1.99K ﹤0.01%
243
+5
2962
$1.98K ﹤0.01%
42
+1
2963
$1.98K ﹤0.01%
50
2964
$1.97K ﹤0.01%
89
2965
$1.97K ﹤0.01%
54
2966
$1.96K ﹤0.01%
19
+2
2967
$1.96K ﹤0.01%
32
+26
2968
$1.95K ﹤0.01%
16
2969
$1.94K ﹤0.01%
83
-30
2970
$1.93K ﹤0.01%
82
2971
$1.93K ﹤0.01%
153
2972
$1.93K ﹤0.01%
+43
2973
$1.92K ﹤0.01%
252
+6
2974
$1.92K ﹤0.01%
30
+24
2975
$1.92K ﹤0.01%
600
117 118
119
120 121