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
3151
$1.04K ﹤0.01%
88
3152
$1.04K ﹤0.01%
23
+3
3153
$1.03K ﹤0.01%
167
-121
3154
$1.03K ﹤0.01%
5
3155
$1.03K ﹤0.01%
357
3156
$1.03K ﹤0.01%
+22
3157
$1.03K ﹤0.01%
5
-6
3158
$1.02K ﹤0.01%
56
3159
$1.02K ﹤0.01%
39
3160
$1.02K ﹤0.01%
600
3161
$1.01K ﹤0.01%
+7
3162
$1.01K ﹤0.01%
81
+39
3163
$1K ﹤0.01%
15
3164
$989 ﹤0.01%
+45
3165
$985 ﹤0.01%
+96
3166
$981 ﹤0.01%
21
3167
$974 ﹤0.01%
26
3168
$972 ﹤0.01%
+101
3169
$967 ﹤0.01%
29
3170
$965 ﹤0.01%
199
-165
3171
$959 ﹤0.01%
51
3172
$959 ﹤0.01%
+135
3173
$958 ﹤0.01%
284
3174
$945 ﹤0.01%
500
3175
$943 ﹤0.01%
+25
125 126
127
128 129