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
2051
$17.7K ﹤0.01%
1,624
+25
2052
$17.7K ﹤0.01%
137
+132
2053
$17.4K ﹤0.01%
3,151
+1,746
2054
$17.4K ﹤0.01%
284
-1
2055
$17.4K ﹤0.01%
1,179
-24
2056
$17.4K ﹤0.01%
232
+9
2057
$17.4K ﹤0.01%
437
+11
2058
$17.3K ﹤0.01%
3,880
2059
$17.3K ﹤0.01%
87
+53
2060
$17.3K ﹤0.01%
634
+254
2061
$17.3K ﹤0.01%
375
+3
2062
$17.2K ﹤0.01%
134
+91
2063
$17.2K ﹤0.01%
311
+238
2064
$17.2K ﹤0.01%
3,245
2065
$17.2K ﹤0.01%
4,548
+1,009
2066
$17.1K ﹤0.01%
242
-16
2067
$17.1K ﹤0.01%
268
2068
$17K ﹤0.01%
117
+36
2069
$17K ﹤0.01%
1,203
2070
$17K ﹤0.01%
394
+81
2071
$17K ﹤0.01%
7,186
2072
$16.9K ﹤0.01%
+452
2073
$16.9K ﹤0.01%
208
+100
2074
$16.8K ﹤0.01%
155
-17
2075
$16.8K ﹤0.01%
661
+376
81 82
83
84 85