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
1701
$36.6K ﹤0.01%
778
-81
1702
$36.4K ﹤0.01%
265
+52
1703
$36.3K ﹤0.01%
1,263
+279
1704
$36.2K ﹤0.01%
998
+4
1705
$36.2K ﹤0.01%
432
-97
1706
$36.1K ﹤0.01%
476
+139
1707
$36.1K ﹤0.01%
434
+116
1708
$36K ﹤0.01%
449
+299
1709
$35.7K ﹤0.01%
224
-18
1710
$35.6K ﹤0.01%
255
+197
1711
$35.6K ﹤0.01%
612
-335
1712
$35.4K ﹤0.01%
232
+30
1713
$35.3K ﹤0.01%
386
-5
1714
$35.2K ﹤0.01%
539
-64
1715
$35.1K ﹤0.01%
3,244
+3,000
1716
$35K ﹤0.01%
1,131
+290
1717
$34.8K ﹤0.01%
252
-2
1718
$34.8K ﹤0.01%
903
+70
1719
$34.8K ﹤0.01%
168
+15
1720
$34.7K ﹤0.01%
+15,200
1721
$34.6K ﹤0.01%
946
+678
1722
$34.6K ﹤0.01%
869
+34
1723
$34.5K ﹤0.01%
428
+2
1724
$34.5K ﹤0.01%
1,713
+750
1725
$34.4K ﹤0.01%
2,240
-1,538
67 68
69
70 71