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
276
$2.01M 0.06%
8,407
+4,218
277
$2M 0.06%
27,179
+5,063
278
$1.99M 0.06%
12,814
+1,119
279
$1.95M 0.06%
38,211
-36,212
280
$1.93M 0.06%
100,492
-936
281
$1.91M 0.06%
37,304
+26,645
282
$1.91M 0.06%
17,298
+4,762
283
$1.9M 0.06%
12,614
+386
284
$1.83M 0.06%
7,775
+924
285
$1.83M 0.06%
3,140
+304
286
$1.83M 0.06%
46,136
+18,321
287
$1.82M 0.06%
85,125
+3,042
288
$1.81M 0.06%
156,679
+57,165
289
$1.79M 0.06%
23,808
+933
290
$1.79M 0.06%
46,794
+17,398
291
$1.78M 0.06%
33,025
+31,347
292
$1.77M 0.06%
12,955
+2,322
293
$1.77M 0.06%
3,193
-3,615
294
$1.74M 0.05%
31,856
+10,621
295
$1.74M 0.05%
21,240
+15,690
296
$1.74M 0.05%
14,677
+8,908
297
$1.74M 0.05%
3,955
+3,008
298
$1.73M 0.05%
6,791
+506
299
$1.72M 0.05%
27,850
+789
300
$1.68M 0.05%
14,087
-295
10 11
12
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