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
1526
$50.8K ﹤0.01%
270
+69
1527
$50.7K ﹤0.01%
4,360
+35
1528
$50.7K ﹤0.01%
440
+32
1529
$50.6K ﹤0.01%
1,421
+1
1530
$50.5K ﹤0.01%
584
-164
1531
$50.5K ﹤0.01%
230
+206
1532
$50.4K ﹤0.01%
2,526
+2,265
1533
$50.3K ﹤0.01%
803
+267
1534
$50.3K ﹤0.01%
11,673
+1,158
1535
$50.2K ﹤0.01%
367
+101
1536
$49.9K ﹤0.01%
+1,760
1537
$49.9K ﹤0.01%
1,000
1538
$49.8K ﹤0.01%
515
+365
1539
$49.7K ﹤0.01%
314
+142
1540
$49.7K ﹤0.01%
203
+171
1541
$49.4K ﹤0.01%
3,041
+2,365
1542
$49.4K ﹤0.01%
1,104
+1,076
1543
$49.3K ﹤0.01%
+1,002
1544
$49.2K ﹤0.01%
1,007
1545
$49K ﹤0.01%
1,133
+444
1546
$48.9K ﹤0.01%
2,289
1547
$48.9K ﹤0.01%
276
+83
1548
$48.8K ﹤0.01%
1,800
+382
1549
$48.7K ﹤0.01%
888
-105
1550
$48.6K ﹤0.01%
858
+163
60 61
62
63 64