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
1301
$80.8K ﹤0.01%
1,183
+2
1302
$80.7K ﹤0.01%
2,488
-11
1303
$80.6K ﹤0.01%
900
+340
1304
$80.5K ﹤0.01%
6,890
1305
$80.3K ﹤0.01%
1,241
+293
1306
$80.2K ﹤0.01%
3,593
+65
1307
$80.1K ﹤0.01%
4,712
+71
1308
$79.9K ﹤0.01%
4,394
+474
1309
$79.8K ﹤0.01%
480
+69
1310
$79.7K ﹤0.01%
687
+90
1311
$79.5K ﹤0.01%
6,145
+153
1312
$79K ﹤0.01%
3,354
+6
1313
$78.9K ﹤0.01%
378
-147
1314
$78.8K ﹤0.01%
8,738
-63
1315
$78.8K ﹤0.01%
1,507
+101
1316
$78.6K ﹤0.01%
147
+43
1317
$78.3K ﹤0.01%
705
+10
1318
$78.1K ﹤0.01%
1,910
+6
1319
$77.5K ﹤0.01%
3,409
+1,141
1320
$77.2K ﹤0.01%
1,367
+57
1321
$76.9K ﹤0.01%
765
-164
1322
$76.9K ﹤0.01%
1,618
+1,518
1323
$76.7K ﹤0.01%
1,754
-839
1324
$76.5K ﹤0.01%
6,605
+75
1325
$76.4K ﹤0.01%
677
-285
51 52
53
54 55