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
1276
$86.9K ﹤0.01%
353
+122
1277
$86.5K ﹤0.01%
703
+4
1278
$86.1K ﹤0.01%
1,160
+5
1279
$86.1K ﹤0.01%
2,553
+147
1280
$85.6K ﹤0.01%
3,898
+926
1281
$85.4K ﹤0.01%
1,552
+60
1282
$85.3K ﹤0.01%
917
+122
1283
$85.3K ﹤0.01%
377
+200
1284
$85.2K ﹤0.01%
2,051
+25
1285
$84.8K ﹤0.01%
5,929
+1,872
1286
$84.2K ﹤0.01%
517
-16
1287
$84.2K ﹤0.01%
2,574
1288
$84.2K ﹤0.01%
276
-1
1289
$83.1K ﹤0.01%
+2,086
1290
$83K ﹤0.01%
461
+325
1291
$82.6K ﹤0.01%
3,784
1292
$82.4K ﹤0.01%
4,102
+2,651
1293
$82.4K ﹤0.01%
1,734
+227
1294
$81.9K ﹤0.01%
1,597
-369
1295
$81.6K ﹤0.01%
6,989
+132
1296
$81.6K ﹤0.01%
8,132
+3,132
1297
$81.5K ﹤0.01%
1,676
-47
1298
$81.4K ﹤0.01%
5,428
1299
$81.1K ﹤0.01%
2,515
+646
1300
$81K ﹤0.01%
5,567
+44
50 51
52
53 54