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
1901
$23.6K ﹤0.01%
209
-50
1902
$23.4K ﹤0.01%
1,032
+509
1903
$23.4K ﹤0.01%
1,244
+887
1904
$23.4K ﹤0.01%
210
+199
1905
$23.4K ﹤0.01%
64
-24
1906
$23.3K ﹤0.01%
844
+5
1907
$23.3K ﹤0.01%
2,534
1908
$23.3K ﹤0.01%
761
+2
1909
$23.3K ﹤0.01%
+406
1910
$23.3K ﹤0.01%
895
+97
1911
$23.3K ﹤0.01%
442
+188
1912
$23.2K ﹤0.01%
7,610
+2,320
1913
$23.2K ﹤0.01%
207
+16
1914
$23.1K ﹤0.01%
1,888
+1,859
1915
$23.1K ﹤0.01%
600
1916
$23K ﹤0.01%
975
+161
1917
$23K ﹤0.01%
+510
1918
$22.9K ﹤0.01%
663
+306
1919
$22.9K ﹤0.01%
+500
1920
$22.7K ﹤0.01%
612
1921
$22.6K ﹤0.01%
258
1922
$22.6K ﹤0.01%
493
-466
1923
$22.5K ﹤0.01%
340
-70
1924
$22.4K ﹤0.01%
946
1925
$22.3K ﹤0.01%
472
-84
75 76
77
78 79