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
1751
$32.5K ﹤0.01%
474
1752
$32.5K ﹤0.01%
183
+84
1753
$32.4K ﹤0.01%
704
+659
1754
$32.4K ﹤0.01%
5,607
+5,274
1755
$32.4K ﹤0.01%
462
+456
1756
$32.4K ﹤0.01%
1,559
+122
1757
$32.2K ﹤0.01%
177
-47
1758
$32.1K ﹤0.01%
+2,351
1759
$32K ﹤0.01%
23,700
1760
$31.8K ﹤0.01%
199
+152
1761
$31.8K ﹤0.01%
8,136
+6,371
1762
$31.8K ﹤0.01%
742
+108
1763
$31.6K ﹤0.01%
770
+220
1764
$31.6K ﹤0.01%
1,006
-116
1765
$31.6K ﹤0.01%
242
-14
1766
$31.6K ﹤0.01%
1,036
-51
1767
$31.6K ﹤0.01%
786
-60
1768
$31.4K ﹤0.01%
1,012
+895
1769
$31.4K ﹤0.01%
1,007
+1
1770
$31.4K ﹤0.01%
338
+155
1771
$31.3K ﹤0.01%
136
+34
1772
$31.3K ﹤0.01%
867
+487
1773
$31.3K ﹤0.01%
327
-88
1774
$31.1K ﹤0.01%
1,155
+165
1775
$31K ﹤0.01%
+828
69 70
71
72 73