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
3026
$1.69K ﹤0.01%
80
3027
$1.69K ﹤0.01%
64
+46
3028
$1.69K ﹤0.01%
34
3029
$1.68K ﹤0.01%
1,000
3030
$1.67K ﹤0.01%
45
3031
$1.66K ﹤0.01%
43
-215
3032
$1.66K ﹤0.01%
85
+25
3033
$1.65K ﹤0.01%
661
3034
$1.65K ﹤0.01%
+51
3035
$1.65K ﹤0.01%
20
-25
3036
$1.64K ﹤0.01%
122
-854
3037
$1.63K ﹤0.01%
94
3038
$1.63K ﹤0.01%
2,000
3039
$1.63K ﹤0.01%
18
+1
3040
$1.63K ﹤0.01%
169
3041
$1.62K ﹤0.01%
148
3042
$1.59K ﹤0.01%
45
+5
3043
$1.59K ﹤0.01%
15
3044
$1.59K ﹤0.01%
160
3045
$1.59K ﹤0.01%
+41
3046
$1.58K ﹤0.01%
67
3047
$1.56K ﹤0.01%
24
3048
$1.56K ﹤0.01%
880
3049
$1.56K ﹤0.01%
54
+42
3050
$1.54K ﹤0.01%
203
120 121
122
123 124