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
1251
$90K ﹤0.01%
2,498
+316
1252
$89.9K ﹤0.01%
6,752
+703
1253
$89.9K ﹤0.01%
1,147
+85
1254
$89.8K ﹤0.01%
2,775
+626
1255
$89.8K ﹤0.01%
469
-278
1256
$89.8K ﹤0.01%
1,429
+37
1257
$89.4K ﹤0.01%
901
+894
1258
$89.1K ﹤0.01%
1,348
-12
1259
$88.8K ﹤0.01%
1,748
+802
1260
$88.8K ﹤0.01%
3,842
+1,300
1261
$88.8K ﹤0.01%
1,055
+681
1262
$88.8K ﹤0.01%
7,747
+649
1263
$88.6K ﹤0.01%
1,031
+19
1264
$88.6K ﹤0.01%
1,668
-32
1265
$88.4K ﹤0.01%
+705
1266
$88.2K ﹤0.01%
1,831
-100
1267
$88.2K ﹤0.01%
6,577
+239
1268
$88.1K ﹤0.01%
380
+207
1269
$88K ﹤0.01%
3,640
+502
1270
$87.9K ﹤0.01%
1,807
+2
1271
$87.5K ﹤0.01%
1,921
1272
$87.3K ﹤0.01%
1,054
+31
1273
$87.1K ﹤0.01%
1,503
1274
$87.1K ﹤0.01%
443
+297
1275
$86.9K ﹤0.01%
1,714
+685
49 50
51
52 53