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
1851
$26K ﹤0.01%
444
+203
1852
$25.9K ﹤0.01%
3,959
1853
$25.8K ﹤0.01%
97
+16
1854
$25.8K ﹤0.01%
692
+665
1855
$25.8K ﹤0.01%
130
1856
$25.7K ﹤0.01%
1,800
-7,500
1857
$25.6K ﹤0.01%
1,680
+430
1858
$25.5K ﹤0.01%
1,184
+2
1859
$25.5K ﹤0.01%
294
-37
1860
$25.4K ﹤0.01%
715
+457
1861
$25.4K ﹤0.01%
391
+316
1862
$25.4K ﹤0.01%
1,959
1863
$25.2K ﹤0.01%
87
+5
1864
$25.2K ﹤0.01%
252
-295
1865
$25.1K ﹤0.01%
610
+579
1866
$25.1K ﹤0.01%
873
+24
1867
$25K ﹤0.01%
1,260
+670
1868
$25K ﹤0.01%
859
-89
1869
$25K ﹤0.01%
950
+207
1870
$24.9K ﹤0.01%
2,067
1871
$24.9K ﹤0.01%
366
+1
1872
$24.9K ﹤0.01%
1,310
+1,010
1873
$24.9K ﹤0.01%
557
1874
$24.8K ﹤0.01%
388
+199
1875
$24.7K ﹤0.01%
159
-98
73 74
75
76 77