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
3126
$1.13K ﹤0.01%
314
-256
3127
$1.13K ﹤0.01%
+15
3128
$1.12K ﹤0.01%
31
-8
3129
$1.12K ﹤0.01%
29
3130
$1.11K ﹤0.01%
44
3131
$1.11K ﹤0.01%
37
+15
3132
$1.1K ﹤0.01%
48
3133
$1.09K ﹤0.01%
+131
3134
$1.08K ﹤0.01%
350
3135
$1.08K ﹤0.01%
10
3136
$1.08K ﹤0.01%
11
+4
3137
$1.08K ﹤0.01%
111
-455
3138
$1.08K ﹤0.01%
71
+1
3139
$1.07K ﹤0.01%
35
3140
$1.07K ﹤0.01%
178
-150
3141
$1.07K ﹤0.01%
17
-2
3142
$1.06K ﹤0.01%
130
3143
$1.06K ﹤0.01%
12
+1
3144
$1.06K ﹤0.01%
294
3145
$1.06K ﹤0.01%
83
+6
3146
$1.05K ﹤0.01%
+25
3147
$1.05K ﹤0.01%
171
3148
$1.04K ﹤0.01%
50
3149
$1.04K ﹤0.01%
106
3150
$1.04K ﹤0.01%
+20
124 125
126
127 128