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
376
$1.23M 0.04%
13,092
+1,114
377
$1.22M 0.04%
9,254
+3,288
378
$1.22M 0.04%
58,399
+41,544
379
$1.22M 0.04%
27,697
-4,452
380
$1.22M 0.04%
25,193
+21,668
381
$1.21M 0.04%
24,306
+11,358
382
$1.21M 0.04%
50,074
+6,416
383
$1.2M 0.04%
6,834
+651
384
$1.2M 0.04%
10,197
+1,549
385
$1.2M 0.04%
46,296
+24,050
386
$1.2M 0.04%
8,680
+938
387
$1.2M 0.04%
15,370
+1,910
388
$1.19M 0.04%
49,852
-6,289
389
$1.19M 0.04%
41,248
+529
390
$1.19M 0.04%
5,638
+836
391
$1.19M 0.04%
27,533
-10,571
392
$1.18M 0.04%
9,848
+1,287
393
$1.17M 0.04%
3,726
+3,343
394
$1.16M 0.04%
13,707
+3,115
395
$1.15M 0.04%
1,743
+285
396
$1.14M 0.04%
8,691
+5,564
397
$1.11M 0.03%
63,016
-1,588
398
$1.1M 0.03%
404,520
+46,328
399
$1.1M 0.03%
52,054
-648
400
$1.08M 0.03%
4,384
+3,792
14 15
16
17 18