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
526
$677K 0.02%
9,465
+8,951
527
$674K 0.02%
10,202
+203
528
$672K 0.02%
26,748
-3,417
529
$670K 0.02%
2,679
+5
530
$670K 0.02%
3,864
-11,376
531
$663K 0.02%
7,561
+7,162
532
$661K 0.02%
2,142
+980
533
$660K 0.02%
7,456
-185
534
$656K 0.02%
5,601
-434
535
$656K 0.02%
34,617
+397
536
$640K 0.02%
13,918
-140
537
$639K 0.02%
5,079
-4,548
538
$639K 0.02%
6,251
-1,198
539
$639K 0.02%
41,579
+29,937
540
$638K 0.02%
11,583
+462
541
$636K 0.02%
6,305
+2,446
542
$634K 0.02%
11,150
+7,500
543
$633K 0.02%
24,642
+235
544
$630K 0.02%
14,187
-7,615
545
$630K 0.02%
7,507
+7,110
546
$627K 0.02%
2,436
+297
547
$627K 0.02%
11,571
+5,830
548
$626K 0.02%
3,232
+1,055
549
$624K 0.02%
10,467
-3,053
550
$622K 0.02%
6,410
+876
20 21
22
23 24