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
1576
$46.7K ﹤0.01%
+3,451
1577
$46.6K ﹤0.01%
1,019
-25
1578
$46.6K ﹤0.01%
1,534
+197
1579
$46.4K ﹤0.01%
646
+508
1580
$46.4K ﹤0.01%
992
+265
1581
$46.4K ﹤0.01%
192
-25
1582
$46.2K ﹤0.01%
1,177
+888
1583
$46K ﹤0.01%
381
+324
1584
$46K ﹤0.01%
341
+206
1585
$45.9K ﹤0.01%
1,038
-91
1586
$45.9K ﹤0.01%
961
1587
$45.7K ﹤0.01%
150
1588
$45.5K ﹤0.01%
894
+605
1589
$45.4K ﹤0.01%
1,127
-161
1590
$45.4K ﹤0.01%
1,532
+1,321
1591
$45.2K ﹤0.01%
1,300
+400
1592
$45.1K ﹤0.01%
514
+58
1593
$45.1K ﹤0.01%
2,320
+111
1594
$45.1K ﹤0.01%
1,144
-29
1595
$45.1K ﹤0.01%
1,310
1596
$45.1K ﹤0.01%
632
+344
1597
$45.1K ﹤0.01%
5,490
-820
1598
$44.7K ﹤0.01%
750
+615
1599
$44.6K ﹤0.01%
4,348
+4,000
1600
$44.6K ﹤0.01%
266
+264
62 63
64
65 66