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
1176
$104K ﹤0.01%
1,593
+42
1177
$104K ﹤0.01%
944
+94
1178
$104K ﹤0.01%
4,431
-15
1179
$104K ﹤0.01%
5,386
+2,086
1180
$103K ﹤0.01%
22,286
+278
1181
$103K ﹤0.01%
839
1182
$103K ﹤0.01%
3,497
+1,602
1183
$103K ﹤0.01%
+199
1184
$103K ﹤0.01%
1,196
+139
1185
$102K ﹤0.01%
3,128
+1,377
1186
$102K ﹤0.01%
422
+302
1187
$102K ﹤0.01%
4,495
+22
1188
$102K ﹤0.01%
6,515
+149
1189
$102K ﹤0.01%
2,543
-211
1190
$102K ﹤0.01%
2,032
+1
1191
$101K ﹤0.01%
4,109
+3,855
1192
$101K ﹤0.01%
749
-83
1193
$101K ﹤0.01%
225
+76
1194
$101K ﹤0.01%
2,017
+14
1195
$101K ﹤0.01%
2,308
+35
1196
$101K ﹤0.01%
372
+8
1197
$101K ﹤0.01%
3,410
+1,483
1198
$101K ﹤0.01%
2,136
1199
$101K ﹤0.01%
1,898
+175
1200
$100K ﹤0.01%
1,674
+1,371
46 47
48
49 50