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
3101
$1.26K ﹤0.01%
55
3102
$1.26K ﹤0.01%
+17
3103
$1.25K ﹤0.01%
29
+10
3104
$1.25K ﹤0.01%
+10
3105
$1.25K ﹤0.01%
21
3106
$1.24K ﹤0.01%
23
3107
$1.22K ﹤0.01%
+50
3108
$1.22K ﹤0.01%
411
-1
3109
$1.21K ﹤0.01%
98
3110
$1.21K ﹤0.01%
8
3111
$1.21K ﹤0.01%
24
+19
3112
$1.21K ﹤0.01%
69
+2
3113
$1.2K ﹤0.01%
4
3114
$1.2K ﹤0.01%
+1
3115
$1.19K ﹤0.01%
+27
3116
$1.17K ﹤0.01%
+34
3117
$1.17K ﹤0.01%
28
+17
3118
$1.17K ﹤0.01%
52
3119
$1.16K ﹤0.01%
+92
3120
$1.15K ﹤0.01%
68
3121
$1.15K ﹤0.01%
62
3122
$1.14K ﹤0.01%
90
3123
$1.14K ﹤0.01%
21
3124
$1.14K ﹤0.01%
32
+12
3125
$1.13K ﹤0.01%
50
-7
123 124
125
126 127