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
951
$171K 0.01%
848
+254
952
$171K 0.01%
2,561
+41
953
$171K 0.01%
777
-32
954
$170K 0.01%
2,815
+729
955
$170K 0.01%
3,474
+404
956
$168K 0.01%
10,004
+5,635
957
$168K 0.01%
1,430
+25
958
$167K 0.01%
952
-5
959
$167K 0.01%
+92
960
$167K 0.01%
6,116
-213
961
$167K 0.01%
1,745
962
$166K 0.01%
130
+29
963
$166K 0.01%
17,170
+7,170
964
$166K 0.01%
6,917
-4
965
$165K 0.01%
4,495
+35
966
$165K 0.01%
2,916
+232
967
$165K 0.01%
1,547
+991
968
$164K 0.01%
5,036
-1,015
969
$164K 0.01%
1,237
+542
970
$164K 0.01%
879
971
$163K 0.01%
5,297
-289
972
$163K 0.01%
4,665
+1,446
973
$163K 0.01%
1,642
-2,648
974
$163K 0.01%
2,699
+540
975
$162K 0.01%
656
-105
37 38
39
40 41