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
876
$205K 0.01%
7,474
+424
877
$205K 0.01%
1,980
+245
878
$204K 0.01%
20,870
+330
879
$202K 0.01%
7,689
880
$202K 0.01%
2,723
+1,717
881
$201K 0.01%
1,704
+110
882
$201K 0.01%
10,716
+891
883
$200K 0.01%
623
+303
884
$200K 0.01%
535
-14
885
$200K 0.01%
3,043
+1,044
886
$200K 0.01%
425
+340
887
$199K 0.01%
4,890
-1,618
888
$199K 0.01%
10,109
-582
889
$198K 0.01%
963
+259
890
$198K 0.01%
2,114
+1,029
891
$196K 0.01%
2,657
+187
892
$196K 0.01%
4,029
+26
893
$195K 0.01%
3,059
+1,966
894
$195K 0.01%
2,691
+772
895
$195K 0.01%
10,222
-195
896
$194K 0.01%
7,384
+907
897
$194K 0.01%
3,418
-372
898
$194K 0.01%
6,007
+232
899
$194K 0.01%
4,433
-12
900
$193K 0.01%
2,915
+1,017
34 35
36
37 38