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
1626
$42.2K ﹤0.01%
1,537
+44
1627
$42.2K ﹤0.01%
1,604
-490
1628
$42K ﹤0.01%
364
+89
1629
$41.8K ﹤0.01%
1,853
+1,144
1630
$41.6K ﹤0.01%
1,630
+1,416
1631
$41.6K ﹤0.01%
887
+466
1632
$41.6K ﹤0.01%
+7,000
1633
$41.6K ﹤0.01%
6,000
1634
$41.5K ﹤0.01%
6,225
-583
1635
$41.4K ﹤0.01%
1,652
+37
1636
$41.4K ﹤0.01%
932
+98
1637
$41.3K ﹤0.01%
760
1638
$41.3K ﹤0.01%
1,096
1639
$41.1K ﹤0.01%
+2,925
1640
$41K ﹤0.01%
2,663
-317
1641
$41K ﹤0.01%
26
1642
$41K ﹤0.01%
234
+213
1643
$40.8K ﹤0.01%
+2,500
1644
$40.5K ﹤0.01%
2,385
1645
$40.5K ﹤0.01%
799
-39
1646
$40.5K ﹤0.01%
2,913
+2,888
1647
$40.4K ﹤0.01%
+921
1648
$40.3K ﹤0.01%
1,474
-135
1649
$40.2K ﹤0.01%
719
-1,121
1650
$40.1K ﹤0.01%
2,393
+2,361
64 65
66
67 68