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
1476
$56.2K ﹤0.01%
267
+104
1477
$56.1K ﹤0.01%
683
+18
1478
$56.1K ﹤0.01%
1,350
+367
1479
$56K ﹤0.01%
4,299
+755
1480
$55.8K ﹤0.01%
2,276
-11
1481
$55.8K ﹤0.01%
1,190
+24
1482
$55.7K ﹤0.01%
506
-66
1483
$55.5K ﹤0.01%
810
+90
1484
$55.1K ﹤0.01%
722
-19
1485
$55.1K ﹤0.01%
670
+498
1486
$54.8K ﹤0.01%
1,251
+151
1487
$54.8K ﹤0.01%
2,739
-33
1488
$54.8K ﹤0.01%
7,800
+915
1489
$54.7K ﹤0.01%
178
+30
1490
$54.7K ﹤0.01%
888
+659
1491
$54.6K ﹤0.01%
1,165
-177
1492
$54.5K ﹤0.01%
2,209
+1,649
1493
$54.3K ﹤0.01%
382
+123
1494
$54.2K ﹤0.01%
1,327
+461
1495
$54.1K ﹤0.01%
873
1496
$54K ﹤0.01%
390
+295
1497
$54K ﹤0.01%
2,063
-82
1498
$54K ﹤0.01%
2,282
1499
$53.9K ﹤0.01%
1,623
+469
1500
$53.9K ﹤0.01%
1,286
+370
58 59
60
61 62