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
776
$276K 0.01%
3,507
+307
777
$276K 0.01%
11,861
+37
778
$275K 0.01%
7,529
+2,776
779
$275K 0.01%
834
+381
780
$275K 0.01%
6,039
+93
781
$274K 0.01%
13,194
+119
782
$274K 0.01%
5,449
+180
783
$274K 0.01%
9,264
+8,511
784
$272K 0.01%
1,837
-332
785
$271K 0.01%
5,671
+109
786
$271K 0.01%
1,032
-31
787
$270K 0.01%
44,405
-1,125
788
$270K 0.01%
3,320
+1
789
$270K 0.01%
10,568
-800
790
$269K 0.01%
9,468
-8,732
791
$269K 0.01%
13,682
+2,031
792
$268K 0.01%
475
+35
793
$266K 0.01%
5,481
-335
794
$265K 0.01%
117,209
795
$265K 0.01%
4,701
+18
796
$265K 0.01%
5,769
+4,400
797
$263K 0.01%
5,285
-119
798
$263K 0.01%
5,536
+986
799
$261K 0.01%
175
+13
800
$260K 0.01%
19,376
+1,255
30 31
32
33 34