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
826
$238K 0.01%
7,805
+5,538
827
$238K 0.01%
6,867
+6,781
828
$237K 0.01%
1,746
+276
829
$235K 0.01%
4,570
-25
830
$234K 0.01%
5,818
-207
831
$232K 0.01%
1,471
+638
832
$230K 0.01%
1,055
+182
833
$230K 0.01%
5,499
+3,496
834
$230K 0.01%
1,337
+4
835
$229K 0.01%
10,401
+39
836
$229K 0.01%
4,238
+977
837
$228K 0.01%
3,460
+497
838
$228K 0.01%
11,405
+123
839
$228K 0.01%
1,478
+22
840
$227K 0.01%
2,443
-174
841
$226K 0.01%
1,030
+460
842
$226K 0.01%
2,943
-32
843
$225K 0.01%
1,822
+567
844
$224K 0.01%
7,616
+1,634
845
$223K 0.01%
5,066
+1,546
846
$223K 0.01%
1,724
+557
847
$222K 0.01%
2,028
-200
848
$221K 0.01%
1,867
+1,292
849
$220K 0.01%
15,426
+1,576
850
$220K 0.01%
3,486
-678
32 33
34
35 36