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
1451
$59K ﹤0.01%
1,941
-283
1452
$58.9K ﹤0.01%
2,520
1453
$58.6K ﹤0.01%
809
1454
$58.5K ﹤0.01%
1,164
+9
1455
$58.5K ﹤0.01%
442
+295
1456
$58.1K ﹤0.01%
1,191
-61
1457
$57.8K ﹤0.01%
1,356
+2
1458
$57.6K ﹤0.01%
258
+216
1459
$57.4K ﹤0.01%
2,290
1460
$57.3K ﹤0.01%
1,511
1461
$57.2K ﹤0.01%
3,836
-38
1462
$57.2K ﹤0.01%
462
+11
1463
$57.1K ﹤0.01%
1,230
+621
1464
$57.1K ﹤0.01%
3,436
-69
1465
$57.1K ﹤0.01%
1,191
+1,094
1466
$56.9K ﹤0.01%
276
+13
1467
$56.8K ﹤0.01%
579
+58
1468
$56.7K ﹤0.01%
1,301
-16
1469
$56.6K ﹤0.01%
2,703
+1,267
1470
$56.6K ﹤0.01%
+1,459
1471
$56.5K ﹤0.01%
1,543
+2
1472
$56.5K ﹤0.01%
122
+62
1473
$56.4K ﹤0.01%
847
-1,002
1474
$56.3K ﹤0.01%
2,829
+1,230
1475
$56.3K ﹤0.01%
2,573
-63
57 58
59
60 61