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
3076
$1.36K ﹤0.01%
15
3077
$1.36K ﹤0.01%
210
3078
$1.36K ﹤0.01%
+105
3079
$1.35K ﹤0.01%
45
3080
$1.35K ﹤0.01%
+42
3081
$1.34K ﹤0.01%
+12
3082
$1.34K ﹤0.01%
26
+1
3083
$1.33K ﹤0.01%
48
3084
$1.32K ﹤0.01%
47
3085
$1.32K ﹤0.01%
+32
3086
$1.32K ﹤0.01%
+86
3087
$1.32K ﹤0.01%
+53
3088
$1.32K ﹤0.01%
50
3089
$1.32K ﹤0.01%
98
+12
3090
$1.32K ﹤0.01%
187
3091
$1.31K ﹤0.01%
+66
3092
$1.31K ﹤0.01%
9
-2
3093
$1.31K ﹤0.01%
59
-1
3094
$1.3K ﹤0.01%
34
3095
$1.29K ﹤0.01%
10
3096
$1.29K ﹤0.01%
351
+230
3097
$1.28K ﹤0.01%
179
3098
$1.28K ﹤0.01%
10
3099
$1.27K ﹤0.01%
38
+6
3100
$1.26K ﹤0.01%
36
+5
122 123
124
125 126