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
2026
$18.5K ﹤0.01%
11
+3
2027
$18.5K ﹤0.01%
748
2028
$18.5K ﹤0.01%
4,374
+620
2029
$18.5K ﹤0.01%
4,245
+138
2030
$18.4K ﹤0.01%
199
+7
2031
$18.4K ﹤0.01%
161
-404
2032
$18.3K ﹤0.01%
342
-8
2033
$18.3K ﹤0.01%
+2,000
2034
$18.3K ﹤0.01%
647
-134
2035
$18.3K ﹤0.01%
3,500
2036
$18.3K ﹤0.01%
123
+15
2037
$18.2K ﹤0.01%
609
+5
2038
$18.2K ﹤0.01%
242
-216
2039
$18.1K ﹤0.01%
3,017
+17
2040
$18.1K ﹤0.01%
551
+542
2041
$18.1K ﹤0.01%
185
2042
$18.1K ﹤0.01%
2,149
+251
2043
$17.9K ﹤0.01%
487
+4
2044
$17.9K ﹤0.01%
250
2045
$17.9K ﹤0.01%
+265
2046
$17.8K ﹤0.01%
255
2047
$17.7K ﹤0.01%
187
+102
2048
$17.7K ﹤0.01%
390
-20
2049
$17.7K ﹤0.01%
933
2050
$17.7K ﹤0.01%
584
80 81
82
83 84