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
1351
$71.6K ﹤0.01%
6,406
-4,120
1352
$71.2K ﹤0.01%
3,648
+35
1353
$71K ﹤0.01%
714
+464
1354
$70.7K ﹤0.01%
2,130
+150
1355
$70.6K ﹤0.01%
2,042
+1,428
1356
$70.5K ﹤0.01%
904
1357
$70K ﹤0.01%
815
+13
1358
$69.9K ﹤0.01%
900
-1,656
1359
$69.8K ﹤0.01%
+2,495
1360
$69.6K ﹤0.01%
667
-213
1361
$69.6K ﹤0.01%
1,945
-30
1362
$69.4K ﹤0.01%
2,195
-40
1363
$69.1K ﹤0.01%
294
-652
1364
$68.8K ﹤0.01%
2,389
+394
1365
$68.5K ﹤0.01%
1,160
-92
1366
$68.4K ﹤0.01%
2,446
+2,000
1367
$67.8K ﹤0.01%
696
1368
$67.7K ﹤0.01%
371
+226
1369
$67.7K ﹤0.01%
629
-124
1370
$67.7K ﹤0.01%
2,230
+936
1371
$67.7K ﹤0.01%
489
-834
1372
$67.5K ﹤0.01%
2,569
+1,362
1373
$67.5K ﹤0.01%
1,147
-300
1374
$67.4K ﹤0.01%
1,633
+232
1375
$67.2K ﹤0.01%
508
-123
53 54
55
56 57