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
1776
$31K ﹤0.01%
733
-84
1777
$31K ﹤0.01%
287
-46
1778
$30.9K ﹤0.01%
1,239
+1,017
1779
$30.8K ﹤0.01%
4,413
+1,386
1780
$30.8K ﹤0.01%
228
+31
1781
$30.7K ﹤0.01%
679
+32
1782
$30.6K ﹤0.01%
1,463
+481
1783
$30.6K ﹤0.01%
+5,000
1784
$30.4K ﹤0.01%
1,177
-365
1785
$30.4K ﹤0.01%
+1,921
1786
$30.3K ﹤0.01%
+780
1787
$30.2K ﹤0.01%
1,500
1788
$30.2K ﹤0.01%
2,584
+393
1789
$30.1K ﹤0.01%
655
1790
$30.1K ﹤0.01%
685
+113
1791
$30.1K ﹤0.01%
2,564
-53
1792
$29.9K ﹤0.01%
1,673
-156
1793
$29.9K ﹤0.01%
274
-59
1794
$29.8K ﹤0.01%
+595
1795
$29.6K ﹤0.01%
728
+251
1796
$29.6K ﹤0.01%
290
-17
1797
$29.6K ﹤0.01%
581
-1
1798
$29.5K ﹤0.01%
+183
1799
$29.5K ﹤0.01%
1,400
1800
$29.5K ﹤0.01%
1,073
+988
70 71
72
73 74