GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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 +$34.4M
2 +$17.7M
3 +$14.9M
4
NVDA icon
NVIDIA
NVDA
+$14.4M
5
MSFT icon
Microsoft
MSFT
+$8.92M

Top Sells

1 +$10.8M
2 +$2.12M
3 +$2.07M
4
ZTS icon
Zoetis
ZTS
+$1.89M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.87M

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
1651
$40.1K ﹤0.01%
+960
1652
$40.1K ﹤0.01%
2,236
+729
1653
$40K ﹤0.01%
1,125
+302
1654
$39.9K ﹤0.01%
2,500
1655
$39.8K ﹤0.01%
424
+99
1656
$39.8K ﹤0.01%
892
1657
$39.7K ﹤0.01%
182
+51
1658
$39.7K ﹤0.01%
942
1659
$39.6K ﹤0.01%
960
+440
1660
$39.6K ﹤0.01%
+1,175
1661
$39.5K ﹤0.01%
739
1662
$39.4K ﹤0.01%
2,921
-111
1663
$39.3K ﹤0.01%
491
+473
1664
$39.3K ﹤0.01%
1,691
+134
1665
$39.3K ﹤0.01%
837
+201
1666
$39.2K ﹤0.01%
404
1667
$39K ﹤0.01%
334
+60
1668
$39K ﹤0.01%
915
1669
$39K ﹤0.01%
863
+749
1670
$38.9K ﹤0.01%
1,940
1671
$38.9K ﹤0.01%
600
1672
$38.9K ﹤0.01%
7,000
+1,000
1673
$38.8K ﹤0.01%
1,161
+452
1674
$38.7K ﹤0.01%
290
+28
1675
$38.6K ﹤0.01%
295
+280