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
1876
$24.7K ﹤0.01%
290
-15
1877
$24.7K ﹤0.01%
996
+994
1878
$24.7K ﹤0.01%
+4,492
1879
$24.6K ﹤0.01%
416
+141
1880
$24.6K ﹤0.01%
593
+31
1881
$24.6K ﹤0.01%
485
+63
1882
$24.5K ﹤0.01%
+600
1883
$24.2K ﹤0.01%
89
+34
1884
$24.2K ﹤0.01%
421
+9
1885
$24.2K ﹤0.01%
928
1886
$24.1K ﹤0.01%
454
1887
$24.1K ﹤0.01%
2,100
+70
1888
$24K ﹤0.01%
789
+235
1889
$24K ﹤0.01%
1,730
1890
$23.9K ﹤0.01%
1,100
1891
$23.9K ﹤0.01%
395
+86
1892
$23.9K ﹤0.01%
6,800
+5,800
1893
$23.9K ﹤0.01%
+648
1894
$23.8K ﹤0.01%
468
+18
1895
$23.8K ﹤0.01%
225
-13
1896
$23.8K ﹤0.01%
2,421
1897
$23.8K ﹤0.01%
221
1898
$23.8K ﹤0.01%
1,141
+1,029
1899
$23.7K ﹤0.01%
226
+162
1900
$23.7K ﹤0.01%
207
-22
74 75
76
77 78