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
1376
$67.2K ﹤0.01%
226
+145
1377
$67.1K ﹤0.01%
769
+448
1378
$67.1K ﹤0.01%
240
-36
1379
$67.1K ﹤0.01%
614
1380
$67.1K ﹤0.01%
2,406
+4
1381
$67K ﹤0.01%
645
+72
1382
$67K ﹤0.01%
1,988
+595
1383
$66.9K ﹤0.01%
503
+439
1384
$66.9K ﹤0.01%
189
+109
1385
$66.9K ﹤0.01%
+3,512
1386
$66.8K ﹤0.01%
5,294
+112
1387
$66.7K ﹤0.01%
1,642
-91
1388
$66.6K ﹤0.01%
2,411
+2,227
1389
$66.6K ﹤0.01%
4,008
+288
1390
$66.5K ﹤0.01%
2,250
+1,569
1391
$66.5K ﹤0.01%
500
+480
1392
$66.3K ﹤0.01%
843
-1,109
1393
$66.1K ﹤0.01%
2,944
+21
1394
$65.9K ﹤0.01%
527
+5
1395
$65.9K ﹤0.01%
3,996
+969
1396
$65.4K ﹤0.01%
470
+62
1397
$65.4K ﹤0.01%
913
-298
1398
$65.4K ﹤0.01%
1,831
+337
1399
$65.3K ﹤0.01%
1,374
+624
1400
$65.2K ﹤0.01%
598
+9
54 55
56
57 58