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
1926
$22.3K ﹤0.01%
93
-5
1927
$22.3K ﹤0.01%
1,903
1928
$22.2K ﹤0.01%
+1,142
1929
$22.2K ﹤0.01%
1,008
-3,640
1930
$22.1K ﹤0.01%
92
+78
1931
$22.1K ﹤0.01%
147
+51
1932
$22.1K ﹤0.01%
79
+57
1933
$22.1K ﹤0.01%
593
-81
1934
$22.1K ﹤0.01%
179
-23
1935
$22.1K ﹤0.01%
305
-16
1936
$22.1K ﹤0.01%
734
+5
1937
$22K ﹤0.01%
1,359
1938
$22K ﹤0.01%
244
1939
$22K ﹤0.01%
127
+27
1940
$21.9K ﹤0.01%
765
+645
1941
$21.8K ﹤0.01%
89
+29
1942
$21.7K ﹤0.01%
57
-26
1943
$21.7K ﹤0.01%
1,087
1944
$21.7K ﹤0.01%
207
+202
1945
$21.6K ﹤0.01%
211
+166
1946
$21.6K ﹤0.01%
754
+10
1947
$21.6K ﹤0.01%
304
+24
1948
$21.4K ﹤0.01%
1,078
-1,417
1949
$21.4K ﹤0.01%
332
+141
1950
$21.4K ﹤0.01%
550
76 77
78
79 80