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
1801
$29.4K ﹤0.01%
1,383
-788
1802
$29.4K ﹤0.01%
396
+120
1803
$29.4K ﹤0.01%
1,058
+152
1804
$29.4K ﹤0.01%
2,074
-3,302
1805
$29.2K ﹤0.01%
823
1806
$29.2K ﹤0.01%
1,092
+242
1807
$29.2K ﹤0.01%
606
1808
$29.1K ﹤0.01%
1,302
1809
$29K ﹤0.01%
358
+339
1810
$28.8K ﹤0.01%
533
-473
1811
$28.8K ﹤0.01%
652
+1
1812
$28.7K ﹤0.01%
1,240
+2
1813
$28.6K ﹤0.01%
1,149
-20
1814
$28.6K ﹤0.01%
3,565
+3,034
1815
$28.6K ﹤0.01%
104
+10
1816
$28.5K ﹤0.01%
794
+225
1817
$28.5K ﹤0.01%
4,619
+761
1818
$28.5K ﹤0.01%
1,163
-315
1819
$28.4K ﹤0.01%
3,030
-1,817
1820
$28.3K ﹤0.01%
703
1821
$28.2K ﹤0.01%
2,162
1822
$28.1K ﹤0.01%
580
1823
$27.9K ﹤0.01%
1,985
+1,359
1824
$27.8K ﹤0.01%
690
1825
$27.7K ﹤0.01%
1,551
+456
71 72
73
74 75