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
3051
$1.54K ﹤0.01%
225
3052
$1.54K ﹤0.01%
13
3053
$1.53K ﹤0.01%
746
+744
3054
$1.53K ﹤0.01%
102
3055
$1.52K ﹤0.01%
16
3056
$1.52K ﹤0.01%
+24
3057
$1.51K ﹤0.01%
500
3058
$1.5K ﹤0.01%
36
+7
3059
$1.5K ﹤0.01%
+300
3060
$1.48K ﹤0.01%
151
-109
3061
$1.46K ﹤0.01%
100
-10
3062
$1.45K ﹤0.01%
164
3063
$1.44K ﹤0.01%
35
3064
$1.44K ﹤0.01%
1,080
3065
$1.44K ﹤0.01%
337
3066
$1.43K ﹤0.01%
200
-60
3067
$1.43K ﹤0.01%
12
3068
$1.41K ﹤0.01%
45
-9
3069
$1.41K ﹤0.01%
33
+1
3070
$1.4K ﹤0.01%
50
3071
$1.4K ﹤0.01%
322
3072
$1.4K ﹤0.01%
2
3073
$1.39K ﹤0.01%
42
+29
3074
$1.37K ﹤0.01%
461
+1
3075
$1.37K ﹤0.01%
75
121 122
123
124 125