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
1326
$76.3K ﹤0.01%
1,336
-779
1327
$76.1K ﹤0.01%
2,566
+33
1328
$76K ﹤0.01%
1,861
+863
1329
$75.9K ﹤0.01%
+9,250
1330
$75.8K ﹤0.01%
1,769
1331
$75.8K ﹤0.01%
1,461
-9
1332
$75.5K ﹤0.01%
1,380
+298
1333
$75.5K ﹤0.01%
600
+187
1334
$75.4K ﹤0.01%
1,865
+61
1335
$75K ﹤0.01%
1,652
-3,207
1336
$74.9K ﹤0.01%
1,233
+12
1337
$74.8K ﹤0.01%
1,843
+244
1338
$74.7K ﹤0.01%
1,425
+348
1339
$74.4K ﹤0.01%
1,293
-195
1340
$74.4K ﹤0.01%
4,234
-592
1341
$73.7K ﹤0.01%
3,279
1342
$73.4K ﹤0.01%
1,070
+9
1343
$73.3K ﹤0.01%
514
+75
1344
$73K ﹤0.01%
6,314
+133
1345
$72.4K ﹤0.01%
1,345
1346
$72.3K ﹤0.01%
412
+34
1347
$72.2K ﹤0.01%
1,550
-494
1348
$72.1K ﹤0.01%
664
+1
1349
$71.9K ﹤0.01%
3,276
+30
1350
$71.6K ﹤0.01%
188
+12
52 53
54
55 56